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.

June 2026 - What I Noticed About America by Leaving It

Dear Investors and Friends, A Question Worth Asking As our nation approaches its 250th birthday on July 4, 2026, I have found myself reflecting on a simple but profound question: H…

June 10, 2026

May 2026 - Oil, Inflation, and the Fed: What Happens Next?

Dear Investors and Friends, In recent weeks, rising geopolitical tensions, particularly involving Iran, have contributed to a meaningful increase in oil prices. That move has alrea…

May 01, 2026

April 2026 - When Correlations Rise

Dear Investors and Friends, March was an interesting month. Geopolitical developments, including rising tensions involving Iran, contributed to a meaningful increase in oil prices.…

April 21, 2026

Roosevelt Capital Management US Treasury Strategy (Cash Management)