Breckinridge Capital Advisors, Inc.

Breckinridge Capital Advisors is an independently owned investment manager founded in 1993 by Executive Chair Peter Coffin. It offers fixed income and dividend income strategies in customized separate accounts, including investment grade multi-sector and sector-focused bond strategies across all durations. The firm describes itself as an independent bond manager focused on putting clients first, and reports $55B in assets under management, 90 employees, 32 investment professionals, and 17 average years of investment team industry experience. It holds a Benefit Corporation designation and B Corp certification, reports to GRI, SASB Standards, and TCFD, and is a signatory to the Principles for Responsible Investment (PRI).

Breckinridge Capital Advisors was founded in 1993 by Executive Chair Peter Coffin. The firm is 100% independently owned and describes itself as an independent bond manager whose primary focus is its clients. It offers fixed income and dividend income strategies in customized separate accounts, and states that customized separate accounts offer important benefits to its clients. Its investment philosophy holds that investors are well served by counterbalancing higher-risk assets with high quality investments, and it emphasizes rigorous, independent bottom-up research as a hallmark driving security selection. On sustainability, Breckinridge states that sustainability is a key strategic priority, and it has made commitments including a Benefit Corporation designation, B Corp certification, reporting to GRI, SASB Standards, and TCFD, and being a signatory to the Principles for Responsible Investment (PRI).

Independent bond manager offering customized separate accounts and high quality investments.

• Fixed Income Strategies

  Investment grade multi-sector and sector-focused bond strategies across all durations.

• Dividend Income Strategies

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

• U.S. Corporate Ladder

  A U.S. Corporate fixed income strategy listed under Breckinridge strategies.

1. 1Breckinridge Capital Advisors | Homebreckinridge.com
2. 2Breckinridge Capital Advisors | About Usbreckinridge.com
3. 3Breckinridge Capital Advisors | Corporate Sustainabilitybreckinridge.com
4. 4Breckinridge Capital Advisors | Strategiesbreckinridge.com