Breckinridge's Treasury Mandates seek to meet investors’ need for exposure to the U.S. Treasury market via a separately managed account. Breckinridge seeks to replicate, before fees, the performance of the respective index. Due to the diverse composition of securities in the index, accounts will not own the same securities as the benchmark, but will seek to hold a proportional representation. For investors seeking U.S. Treasury exposure that may differ from the options listed, Breckinridge can customize to meet specific client needs. The minimum portfolio size is $10 million.
Sample of Customized Index-Aligned Options
U.S. Treasury 1-3 Year
U.S. Treasury 1-5 Year
U.S. Treasury Intermediate
U.S. Treasury
U.S. Treasury 5-10 Year
U.S. Treasury 5+ Year
U.S. Treasury Long
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For more information on performance, customization and other characteristics please submit this form and a member of our Client Relations team will be in touch.
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.