B Impact Report

Logo for Breckinridge Capital Advisors, Inc.

Breckinridge Capital Advisors, Inc.

Investment Advisor
Certified Since: January, 2013
Location: Boston, Massachusetts, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

116.1

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Breckinridge Capital Advisors is a Boston-based investment advisor specializing in the management of high-grade fixed-income portfolios for institutions and private clients. Working through a network of investment consultants and advisors, Breckinridge offers municipal, corporate, government and sustainable bond strategies in customized separate accounts.

This is what sets Breckinridge apart:

High Grade Fixed Income
Since inception, Breckinridge has focused exclusively on managing high-grade fixed income portfolios for clients seeking reliable income and capital preservation. With this as Breckinridge’s only investment mandate, its research, trading and portfolio management efforts are free from conflict and compromise with other strategies.

Bottom-Up Credit Research
Breckinridge looks beyond rating agency reports in conducting fundamental research that begins at the issuer and security level. Using proprietary credit algorithms, a firm-wide credit matrix, environmental, social and governance (ESG) data and other criteria, Breckinridge’s offers a depth of analysis that it believes is unique in the high-grade fixed income sector.

Impact Area Scoresinfo_outline

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