BRECKINRIDGE

Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp 1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest... First and foremost, my role is to help our clients' protect their capital. At Breckinridge, we are managing clients' "safe" money, and we take that obligation very seriously... We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge's assets under management totaled more than $48 billion as of March 31, 2024.

Also known as: Breckinridge Capital Advisors, Breckinridge Capital Advisors, Inc.

Primary location: Boston United States