Breckinridge’s U.S. Corporate Ladder is constructed using a rules-based framework that allocates assets to a series of investment grade U.S. Corporate bonds in staggered maturities, within a client-specified target maturity range. Breckinridge seeks to generate a predictable stream of cash flows with focus on preservation of capital.
Portfolios are built by leveraging the firm’s top-down investment committee views combined with rigorous fundamental credit research that aims to identify liquid, relatively attractive and stable issuers, while avoiding deteriorating credits.
Purchased bonds are typically held to maturity and cash flows are reinvested with a goal of maintaining diversification across maturities, sectors, and credit quality. Ladder portfolio holdings are continuously monitored by our research team through our rules-based proprietary system and may be traded prior to maturity if prompted by a credit event, client-requested cash flow, realignment with rules, or similar circumstances.
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The information above is current as of 12/31/25.
There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.