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 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

July 2025 - What If Nothing Changes?

Dear Investors and Friends, Last month’s letter explored why India’s trade deficits have helped fuel growth, while America’s have often hollowed out key industries. But one reader …

July 22, 2025

Roosevelt Capital Management US Treasury Strategy (Cash Management)