Josh Perez's Contact Details

Josh Perez's Company Details

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.What Sets Us Apart:Independent Asset ManagerIntegrated Fundamental & ESG ResearchA Decade of SustainabilityStrong belief in customized separate accountsContinuous emphasis on innovationWorking through a network of investment consultants and advisors, we serve a wide variety of clients ranging from high net worth individuals to large institutions. Breckinridge's assets under management totaled more than $46 billion as of December 31, 2021.Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp. 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.Disclosures: https://www.breckinridge.com/social-media-disclosures/