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.

September 2024 - Is It Time to Extend Duration?

Dear Investors and Friends, As the Federal Reserve meets today, it is widely expected that, after 11 rate hikes between March 2022 and July 2023, we may be approaching a turning po…

September 17, 2024

August 2024 - The Dangers of Following the Herd in Fixed Income Investing

Dear Investors and Friends, In the world of investing, there’s often a temptation to follow the crowd, especially when it comes to popular funds. The Vanguard Total Bond Market Fun…

August 28, 2024

July 2024 - Outperforming the Bond Market

Dear Investors and Friends, Every month Mike and I put out a newsletter where we try to inform our readers not only about financial topics that are timely and relevant but also end…

July 23, 2024

Roosevelt Capital Management US Treasury Strategy (Cash Management)