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.

December 2024 - Why Bonds? A Three-Part Series on Fixed-Income Investing

Dear Investors and Friends, This month, we begin a three-part series designed to explore the fundamentals of fixed-income investing. Today’s letter, Why Bonds, lays the groundwork …

December 17, 2024

November 2024 - Give Smart: The Case for Donating Appreciated Stock

Dear Investors and Friends, In our newsletters, we typically focus on fixed income products, investment strategies, market outlooks, and managing risk effectively. However, with th…

November 19, 2024

October 2024 - Rates Have Fallen, But Have Yields?

Dear Investors and Friends, As we reflect on the Federal Reserve’s latest decision, which saw a 50-basis point cut to the Fed Funds rate, it is clear the market largely anticipated…

October 22, 2024

Roosevelt Capital Management US Treasury Strategy (Cash Management)