Breckinridge Capital Advisors is an independent, employee-owned investment management firm founded in 1993, with offices in Boston and San Diego. The firm specializes in managing high-quality fixed income and equity portfolios through separately managed accounts. Breckinridge serves a wide variety of clients, ranging from high-net-worth individuals to institutional investors and mutual funds, often working through intermediaries such as consultants and wrap fee programs. The firm emphasizes capital preservation and sustainable investing, offering customized portfolios that can incorporate environmental, social, and governance factors, state-specific tax preferences, and duration targets. Breckinridge's investment approach combines a top-down macroeconomic outlook with rigorous bottom-up fundamental research.
Fee Structure
Breckinridge Capital Advisors charges investment management fees based on a percentage of the value of your portfolio. Because the firm primarily works through intermediaries and wrap fee programs, specific fee schedules and rates vary by client and strategy. Clients generally pay fees quarterly in arrears, and fees are either deducted directly from custodial accounts or invoiced.