Last week was full of holiday cheer at Breckinridge as we wrapped presents and customized gift bags for tenants of Pine Street Inn's veterans home.
About us
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $49 billion as of June 30, 2024. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/
- Website
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http://www.breckinridge.com
External link for Breckinridge Capital Advisors
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Boston, MA
- Type
- Privately Held
- Founded
- 1993
- Specialties
- Investment Grade Fixed Income, Municipal Strategies, Government Credit Strategies, Sustainable (ESG) Strategies, Customized Separate Accounts, and Dividend Income
Locations
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Primary
Get directions
125 High Street
Boston, MA 02110, US
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Get directions
4655 Executive Dr
San Diego, California 92121, US
Employees at Breckinridge Capital Advisors
Updates
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We had a great time at the Massachusetts Conference for Women networking and learning at the workshops and seminars! #MassWomen
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Treasury yields declined following the U.S. elections, as Republicans captured the Presidency and majorities in the U.S. Senate and House of Representatives. Our latest monthly commentary discusses further: https://bit.ly/3Da7kFw
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Municipal credit spreads have remained insensitive to climate risk in any measurable way. This is surprising due to the fact that on paper, state and local governments have significant exposure to physical #climate-risk. In our latest perspective, we seek to explain the disconnect: https://bit.ly/4hXQFFa
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In our latest perspective, Portfolio Manager and Director, Corporate Research, Josh Perez, CFA, and Senior Portfolio Strategist, Bryan Poston, CFA, analyze the merits of constructing income generating portfolios using a combination of U.S. IG bonds and U.S. large cap equities, with particular emphasis on the complementary characteristics of income derived from dividend paying stocks: https://bit.ly/3D4U3hk
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Breckinridge Capital Advisors reposted this
Thinking about building a muni bond ladder? Learn the pros, cons, and key strategies behind this investment approach in our latest article. Breckinridge Capital Advisors breaks it down for financial advisors looking to help clients navigate the complexities of municipal bonds. 👉 Read more: http://spr.ly/6043trJh5 #wealthmanagement #InvestmentStrategies #FinancialPlanning #MuniBonds
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Given the current state of climate risk, Breckinridge is anticipating that climate-induced credit stress will manifest itself, first, among smaller #munibond issuers, compared to larger issuers with more diversified economies and geographic spread will likely be more insulated from medium-term climate stress. Learn more: https://bit.ly/4hXQFFa
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CEO Ognjen Sosa, and Co-CIO Matthew Buscone spoke at IMPACT®2024 for a discussion on the current market environment and the important role of fixed income in an investor's overall asset allocation strategy. If you weren’t able to attend the session, check out this recent piece: https://bit.ly/3YRysBM
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#Climatechange is making weather events more extreme and damaging costing the U.S. economy an estimated $150 billion annually and the effects are changing homebuyer and insurance company behavior: https://bit.ly/4hXQFFa
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CEO Ognjen Sosa, spoke on a panel discussion at the Ashton Thomas Private Wealth Elevate conference. The panel covered the balance between risk management, portfolio construction, and asset selection in the pursuit of optimal client outcomes. #ATPWElevate2024
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