Roosevelt Capital Management Government Backed Liquidity Management Strategy

The Roosevelt Capital Management Government Backed Liquidity Management strategy seeks protection of principal, liquidity and attractive yield. 

Key Benefits

1

Low Risk

A U.S. Treasury carries the full faith and credit of the U.S.government
Low Risk
2

Highly Liquid

The U.S. Treasury market is arguably the deepest and most liquid in the world
Highly Liquid
3

Customizable

SMA allows for laddered maturities tailored to the individual investor
Customizable
4

Maximizes Flexibility/Optionality

No lock up period
Maximizes Flexibility/Optionality
5

Incremental Yield

Take advantage of RCM’s optimization model
Incremental Yield

Materials

Fact Sheet

Commentary

May 2023 - The Debt Limit Debate

May 2023 - The Debt Limit Debate

Dear Investors and Friends, We are receiving many questions about the debt limit debate. The purpose of this letter is to provide our readers with the questions we are receiving re…

May 02, 2023
April 2023 - Q1 2023 Performance Review

April 2023 - Q1 2023 Performance Review

Dear Investors and Friends, The increase in interest rates that began in 2022 sent shockwaves through every corner of the market and woke investors up to three stark realities: Hig…

April 25, 2023
March 2023 (Part II) – Charles Schwab Risk and Your Potential Exposure

March 2023 (Part II) – Charles Schwab Risk and Your Potential Exposure

Dear Investors and Friends, Following up on yesterday’s letter that dealt with developing a better understanding of the risk of failure at a bank, we received several questions fro…

March 14, 2023