Roosevelt Capital Management US Treasury Strategy (Cash Management)
Roosevelt Capital Management’s Treasury strategy seeks protection of principal, liquidity and attractive yield.
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.
Commentary
April 2024 - The Pitfalls of Money Market Funds: A Case for US Treasuries
Dear Investors and Friends, One of the most pressing inquiries we encounter is the question of whether money market funds harbor risks. While it's true that investors have historic…
March 2024 - Navigating Market Timing and Fear-Driven Selling
Dear Investors and Friends, In the complex world of investing, one of the most prevalent and costly errors individuals make is succumbing to the allure of market timing and allowin…
February 2024 - How to Get a Lump Sum of Long-Term Capital Invested in the Market Without Losing Sleep
Dear Investors and Friends, Warren Buffet, when talking about the demise of Long-Term Capital Management, once commented that, “…to make money they didn’t have, and didn’t need, th…