Approachable, intelligent and innovative – these are words that describe the team at Breckinridge. Dedicated to client service and a customized investment experience, we pride ourselves on being accessible and responsive to our clients.
Our investment strategies are the result of careful market monitoring and measured response to new trends. We work closely with investment consultants and their clients to ensure there is a high degree of transparency on every investment decision. We are committed to providing thoughtful answers in a timely fashion.
Examples of the service and support we provide include:
- Portfolio analysis on prospective client accounts
- Conference calls with investment consultants, their clients and other professionals such as accountants or lawyers
- Onsite finals presentations or client account reviews
- Quarterly updates on strategy and performance
To learn more about our services for investment intermediaries, please call the Marketing team at (617) 443-1120.
