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

March 2024 - Navigating Market Timing and Fear-Driven Selling

March 2024 - Navigating Market Timing and Fear-Driven Selling

Dear Investors and Friends, In the complex world of investing, one of the most prevalent and costly errors individuals make is succumbing to the allure of market timing and allowin…

March 26, 2024
February 2024 - How to Get a Lump Sum of Long-Term Capital Invested in the Market Without Losing Sleep

February 2024 - How to Get a Lump Sum of Long-Term Capital Invested in the Market Without Losing Sleep

Dear Investors and Friends, Warren Buffet, when talking about the demise of Long-Term Capital Management, once commented that, “…to make money they didn’t have, and didn’t need, th…

February 27, 2024
January 2024 - Drags on Cash Performance

January 2024 - Drags on Cash Performance

Dear Investors and Friends, In prior letters we articulated why savvy investors invest their cash in short term US Treasury bonds. Specifically: In Active Cash Management we provid…

January 23, 2024