For Institutions & Organizations
Deep expertise. A boutique approach to your capital.
Investment management built around your organization’s objectives, policy, liquidity needs, and obligations—with direct access to the people managing the portfolio.
Expertise applied security by security.
Our work draws on an understanding of market structure, pricing, security characteristics, and trading conventions, as well as credit where relevant. We evaluate the opportunities within a market, not simply the choice of market itself.
The flexibility to be selective.
Our scale allows us to consider smaller offerings and trading lots that can be meaningful to a client portfolio. We build allocations around the opportunities we favor within the mandate’s diversification and risk parameters.
A portfolio that continues to receive attention.
We underwrite investments to maturity while continuing to assess opportunities throughout their holding period. Our proprietary processes seek better yields with equal or better risk characteristics, accounting for transaction costs and applicable taxes. Investment professionals evaluate and approve trades.
Built around your responsibilities.
We can manage operating liquidity, reserves, a defined strategy allocation, or a broader public-market portfolio. Portfolio design begins with your objectives, spending requirements, investment policy, and other assets and obligations.
Direct access and useful reporting.
We work with the people responsible for your capital and provide reporting shaped around the information they need. The appropriate investment and operations team members are available to discuss the portfolio and its decisions.
Clear incentives.
RCM is paid solely by its clients. We receive no commissions, revenue sharing, referral compensation, or payments from investment-product providers. Detailed strategy performance is available on request.
See strategy detailsThe Roosevelt Brief
Explore our thinking.
Invest for Your Time Horizon
How the timing of future needs shapes the role of equities, bonds and cash.
Read the briefWhy Own Bonds?
The role of bonds when access to capital and tolerance for drawdowns matter.
Read the briefUnderstanding Liquidity
How underlying assets, investment structure and other investors affect access to capital.
Read the brief
A conversation is the first step
Tell us what your capital needs to accomplish.
We begin with your objectives, obligations and liquidity requirements, and the role you would like RCM to play.