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.

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

March 2026 - Liquidity Risk and the Value of Separately Managed Accounts

Dear Investors and Friends, Investors today are navigating a wide range of risks, including geopolitical tensions, signs of a softening U.S. labor market, and rapid technological d…

March 24, 2026

Roosevelt Capital Management US Treasury Strategy (Cash Management)