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.

June 2025 - How the Machine Works, Part II

Dear Investors and Friends, Last month’s letter generated more feedback than anything we’ve written in years. We heard from business owners, retirees, professionals, and policy-min…

June 19, 2025

May 2025 - How the Machine Works: Trade, Dollars, and the Global System

Dear Investors and Friends, This month’s letter departs from our ongoing “Why Bonds, What Bonds, and How Bonds” series. After a volatile April, we felt compelled to pause and addre…

May 14, 2025

April 2025 - The Market’s Not-So-Classic Panic

Dear Investors and Friends, Given the extraordinary political, economic, and market developments in April—beginning with Trump’s “Liberation Day” and the subsequent tariff announce…

April 22, 2025

Roosevelt Capital Management US Treasury Strategy (Cash Management)