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/ 

Investment Management

Breckinridge Capital Advisors

Peter Coffin

Ruth Ducret

Tim Coffin

Ben Smelser

Bob Conlon

Dominica Ribeiro

Helen McAuley

Phillip Newell

Ognjen Sosa

Craig Belanger

Chris Bennett

Breckinridge Capital Advisors

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