Breckinridge Capital Advisors

since 1993

51-200 employees
Investment Management

Breckinridge Capital Advisors

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 $44 billion as of June 30, 2023.

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/

Expertise

Investment Grade Fixed Income, Municipal Strategies, Government Credit Strategies, Sustainable (ESG) Strategies, Customized Separate Accounts, and Dividend Income

CA CREDIT AND THE RISK OF AN AI BUBBLE

20 Nov 2025

California's fiscal resilience is supported by a historically strong general fund reserve position.

By Breckinridge Capital Advisors In Fixed Income, Thematic / Megatrends

MEANINGFUL MUNI BENEFITS IN NO-INCOME-TAX STATES

20 Nov 2025

Municipal bond investments are mostly — but not entirely — about producing after-tax income.

By Breckinridge Capital Advisors In Fixed Income, Wealth Practice

SMAS: UNLOCKING VALUE IN MUNICIPAL BOND MARKETS

19 Nov 2025

Today’s investors have access to a wide variety of investment vehicles, often utilizing multiple structures within the same portfolio.

By Breckinridge Capital Advisors In Wealth Practice, Equities, Fixed Income, Portfolio Construction

DURATION 101

05 Nov 2025

When evaluating fixed income investments, understanding the type of duration used in portfolio reporting and the associated risks of duration is critical.

By Breckinridge Capital Advisors In Fixed Income, Portfolio Construction

SEPTEMBER 2025 MARKET COMMENTARY

14 Oct 2025

U.S. Treasury Curve: The Treasury yield curve bull flattened in September, with the 10-year yield falling by eight basis points (bps).

By Breckinridge Capital Advisors In Fixed Income

Q4 2025 CORPORATE BOND MARKET OUTLOOK

07 Oct 2025

Investment grade (IG) corporate bond spreads tightened by 9 basis points (bps), ending the third quarter at an option-adjusted spread (OAS) of 74bps. [1]

By Breckinridge Capital Advisors In Portfolio Construction, Fixed Income

MAXIMIZING LONG-TERM EQUITY INCOME POTENTIAL IS ABOUT DIVIDEND GROWTH, NOT DIVIDEND YIELD

24 Sep 2025

For investors seeking higher long-term income and capital appreciation, a company’s dividend growth rate can be a more important consideration than its dividend yield.

By Breckinridge Capital Advisors In Equities, Fixed Income

Public Investment Grade Debt and Private Credit are Friends, Not Foes

12 Sep 2025

Private credit allocations have progressed from niche to mainstream, presenting investors with two critical considerations.

By Breckinridge Capital Advisors In Fixed Income, Portfolio Construction, Private Markets

AUGUST 2025 MARKET COMMENTARY

10 Sep 2025

U.S. Treasury Curve: Treasury yields fell, with the 2-year yield down 34 basis points (bps) and the 10-year yield down 15bps.

By Breckinridge Capital Advisors In Fixed Income