Breckinridge’s U.S. Treasury Ladder seeks to meet investors’ needs for liquidity and principal protection while generating income. The shortest of Breckinridge’s product offerings, this solution invests solely in U.S. Treasury securities and is appropriate for investors for whom liquidity and principal protection are paramount. This equal weighted separately managed account can have a maximum maturity of between 3 months –10 years.
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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.