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

June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns

June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns

Dear Investors and Friends, The impact of taxes on portfolio performance is an important but not exclusive consideration when making investment decisions. Unfortunately, like so mu…

June 25, 2024
May 2024 - Active vs. Passive Investing

May 2024 - Active vs. Passive Investing

Dear Investors and Friends, As we navigate the complexities of the financial markets, Mike and I want to share insights from two highly respected studies that shed light on the ong…

May 29, 2024
April 2024 - The Pitfalls of Money Market Funds: A Case for US Treasuries

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…

April 24, 2024