Investment Platform Overview

Breckinridge manages fixed income, dividend income and sustainable investing strategies in customized separate accounts. We seek to prudently improve returns while remaining grounded in the understanding of why investors allocate to high quality assets—capital preservation and income.

At Breckinridge, we believe that income-oriented investors are better served by owning a portfolio 
of individual securities directly.* In this way, high quality securities can help to counterbalance riskier assets, especially in times of market dislocation.

Portfolios can be customized to a variety of client-centric objectives for institutions and high net worth individuals.** Working with advisors, consultants, family offices and institutions, we can also customize most strategies across benchmarks to address sustainability and values-based goals. Our sustainable strategies emphasize environmental, social and governance (ESG) performance. Additional customizations for most of our fixed income strategies include fossil-fuel free, gender lens, top environmental, Catholic values and vice free.

 

* Separate accounts may not be suitable for all investors.
** Customizations require approval from our investment team.

strategies
assets

Breckinridge At-A-Glance

As of December 31, 2024, Breckinridge assets under management exceeded $51 billion, including more than $10 billion for investors who seek to align their investments with their values via our sustainable offerings.

Our company is a Massachusetts Benefit Corporation and a certified B Corp.* 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 responsiveness and access
  • Competitive pricing

 

 

*In order to achieve B Corp certification, a company must complete the B Impact Assessment and Disclosure Questionnaire and then get verified by an analyst from B Lab Global. B Corps must be recertified every three years and pay an annual fee. For more information, visit https://www.bcorporation.net/en-us/certification.

^ As of 12/31/24.
^^ Formerly known as Target Maturity.