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Breckinridge Capital Advisors, Inc.
       
 
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Breckinridge Capital Advisors, Inc.
 
 
Mission statement: 

Our mission is to provide our clients with fixed-income portfolio management that combines institutional strategies and rigor with a common-sense investment approach, with the goal of generating strong risk-adjusted returns over time.
Overview: 

Just as we value companies and municipalities with business practices that contribute to strong, sustainable results, we at Breckinridge are committed to the environment and the communities in which we live, work and invest.

Our sustainability steering committee, made up of members from across the firm, has mobilized our entire staff to scrutinize our practices, identify areas of risk, brainstorm areas for improvement and take action in the areas of corporate governance, environmental impact, employee well-being and charitable outreach.

We embrace the concept of charitable giving and community support and encourage our employees to be generous with their time in support of organizations that are meaningful to them. To that end, Breckinridge is committing 1% of our gross revenues in 2013 to charitable causes. This includes matching employees’ charitable giving up to $1,000 per person for financial donations or for volunteer hours served. Each employee is also offered an additional paid day off for volunteer work. On a company level, we have strengthened our commitment to our community by instituting a company-wide day of service which will be spent with local non-profits. Expanding this commitment to the communities in which we invest, we have allocated $7,500 per year to nine regional teams that are responsible for identifying compelling non-profits in their region that could benefit from our support.
KEY Facts: 

Founded in 1993
Independently owned
$22.5 billion in assets under management*
55 employees, 25 investment professionals*
Exclusively focused on high grade fixed income
Credit research centric
Separate account manager
Provide strategies through investment advisors and consultants
Municipal, taxable municipal, corporate and sustainable strategies
Asset Under Management:  over $11 billion


 
 
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