Roosevelt Capital Management Municipal Bond Strategy

The Roosevelt Capital Management Municipal Bond strategy seeks current income exempt from federal income tax and capital appreciation consistent with the preservation of capital.

Performance

Roosevelt Capital Management has a 14-year track record in municipal bonds that has significantly outperformed its benchmark and the muni bond market.

Experience

The municipal bond market is arguably the most fragmented of the public fixed income markets with over 50,000 unique issuers. Roosevelt Capital Management has significant experience navigating this market.

Customizable

SMA structure supports customized portfolios of individual bonds tailored to the investor's objectives and constraints.

Tax Efficient Income Generation

A well-designed municipal bond strategy can be an excellent way to generate predictable income for clients at a stage in life where their investment portfolio is their primary source of funds.

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