Roosevelt Capital Management Cash Management Strategy

Minimize Risk

A U.S. Treasury carries the full faith and credit of the U.S. government.

Highly Liquid

The U.S. Treasury market is arguably the deepest and most liquid in the world.

Customizable

SMA structure supports maturity structures (laddered, bullet, floating) tailored to the needs of the investor.

Maximizes Flexibility

No lock up period (CDs) or teaser rates (high yield bank accounts). Peace of mind knowing you are minimizing risk while getting at or near the highest returns on cash available in the markets.

October 2025 - When the Risk-Free Rate Isn’t Risk-Free

Dear Investors and Friends, In August we wrote about the illusion that sometimes what looks like rising wealth is simply a weakening currency. When money itself loses purchasing po…

October 14, 2025

September 2025 - When Politics Pressures Money: What History Says About Inflation, Long Rates, and Stocks

Dear Investors and Friends, Last month, we explored the paradox of rising equity markets in a world where purchasing power is declining. Our point was simple: nominal gains are not…

September 04, 2025

August 2025 - When Up Isn’t Really Up

Dear Investors and Friends, Last month, we discussed the United States' growing debt burden and the limited levers available to policymakers. When governments can’t, or won’t, rais…

August 20, 2025

Roosevelt Capital Management US Treasury Strategy (Cash Management)