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

July 2026 - When the Fed Speaks Less, Markets Move More

July 2026 - When the Fed Speaks Less, Markets Move More

Why one of the most divided Federal Reserve meetings in three decades reinforced the importance of preparing for uncertainty.

July 30, 2026
June 2026 - What I Noticed About America by Leaving It

June 2026 - What I Noticed About America by Leaving It

Dear Investors and Friends, A Question Worth Asking As our nation approaches its 250th birthday on July 4, 2026, I have found myself reflecting on a simple but profound question: H…

June 10, 2026
May 2026 - Oil, Inflation, and the Fed: What Happens Next?

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