The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website. The content on this website is not intended for use or distribution outside of the U.S., unless permitted by applicable law.

Home

Advancing the Pursuit of Income

EXPLORE OUR INVESTMENT CAPABILITIES

Connection Icon

Fixed Income

Offering investment grade multi-sector and sector-focused bond strategies in short, limited, intermediate, long and broad durations.

Connection Icon

Dividend Income

Targets high quality, large cap companies with a strong record of paying dividends.

Connection Icon

Sustainable

Emphasizes environmental, social and governance (ESG) performance by targeting issuers with above average and improving ESG profiles as well as values-aligned solutions.

So, You Think You Want a Municipal Bond Ladder?

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 Video

OUR LATEST THINKING

TLH and TLC Can Support Investment Objectives

We 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.

Read more
Read more about TLH and TLC Can Support Investment Objectives

From Crisis to Confidence: The Changing Landscape in Bond Investing

Fixed income has played an important role in an investor’s overall asset allocation strategy.

Read More
Read More about From Crisis to Confidence: The Changing Landscape in Bond Investing

It May Be Time To Activate Your Muni Bond Portfolio

We believe investors can do better now in the current environment with a more active approach to municipal bond portfolio management.

Read more
Read more about It May Be Time To Activate Your Muni Bond Portfolio

INNOVATION DRIVEN BY

Our People

Adam Stern

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

Ruth Ducret

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

Timothy Coffin

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

Get to know Breckinridge.

Meet the team

STAY INFORMED WITH OUR LATEST

Insights