The Beauty of Bonds
We believe bonds can do more than just provide income—they can offer stability and the foundation for long-term investment success.
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Advancing the Pursuit of Income
EXPLORE OUR INVESTMENT CAPABILITIES
Fixed Income
Offering investment grade multi-sector and sector-focused bond strategies in short, limited, intermediate, long and broad durations.
Dividend Income
Targets high quality, large cap companies with a strong record of paying dividends.
OUR LATEST THINKING
So, You Think You Want a Municipal Bond Ladder?
At Breckinridge, we believe laddered structures may be too rigid to benefit from the muni market’s structural inefficiencies.
Why Municipal Bonds?
Bonds are back. We believe the current economic landscape offers attractive yields, making municipal bonds a compelling investment.
In-State and Out-of-State Municipal Bonds: Key Investment Considerations
Muni bond investors would be remiss to ignore the impact of state and local taxes on an appropriate mix of in- and out-of-state bonds in their portfolios.
INNOVATION DRIVEN BY
Our People
Nicholas Elfner
Co-Head of Research, leads the firm’s corporate research efforts.
Research is at the core of what we do at Breckinridge. Half of our investment team consists of research analysts. We have a strong research culture here.
Meet Nicholas
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
