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Offering investment grade multi-sector and sector-focused bond strategies in short, limited, intermediate, long and broad durations.
Targets high quality, large cap companies with a strong record of paying dividends.
Emphasizes environmental, social and governance (ESG) performance by targeting issuers with above average and improving ESG profiles as well as values-aligned solutions.
We believe the municipal bond market takes a lot of patience, persistence, and expertise due to the markets constant ebbs and flows. Learn more about how we manage personalized bond portfolios at Breckinridge in our latest video.
Watch VideoWe believe increasing bond market volatility highlights the need for proactive tax-loss harvesting and tax-loss crossing in bond portfolios throughout the year, rather than waiting until tax-season or year-end.
Fixed income has played an important role in an investor’s overall asset allocation strategy.
We believe investors can do better now in the current environment with a more active approach to municipal bond portfolio management.
Co-Head of Research, leads the firm’s municipal research efforts.
First and foremost, my role is to help our clients’ protect their capital. At Breckinridge, we are managing clients’ “safe” money, and we take that obligation very seriously.
Meet Adam
Senior Municipal Research Analyst, analyzes state and local government issuers, the tax-backed and non-profit hospital sectors.
I enjoy uncovering aspects of issuers that are not in published rating agency reports and helping drive better investment decisions.
Meet Ruth
Director of Sustainability, leads the firm’s corporate sustainability efforts and helps develop the firm’s strategic partnerships.
Breckinridge embraces sustainability not only in our business philosophy, but also in our investment philosophy. We firmly believe that analyzing material ESG factors and integrating that into our research process makes us smarter investors.
Meet Timothy
