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Asset ManagerRIA · CRD 107143SEC-Registered

Updated:

Breckinridge Capital Advisors

Breckinridge Capital Advisors offers investment grade multi-sector and sector-focused bond strategies across all durations, along with Dividend Income...

Overview

Breckinridge Capital Advisors offers investment grade multi-sector and sector-focused bond strategies across all durations, along with Dividend Income strategies that target high quality, large cap companies with a strong record of paying dividends. The firm emphasizes customized separate accounts and rigorous bottom-up research for security selection. Its investment strategies are biased to high quality, investment grade bonds.

General information

Firm type

null

Principals

Matthew Buscone

Co-Chief Investment Officer

Jeffrey Glenn

CFA, Co-Chief Investment Officer

Nicholas Elfner

Co-Head of Research

Adam Stern

J.D., M.P.A., Co-Head of Research

Josh Perez

CFA, Portfolio Manager and Director, Corporate Research

Sector focus

MunicipalMulti-SectorTreasuryU.S. CorporateFixed IncomeEquity

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