Roosevelt Capital Management Municipal Bond Strategy

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.

November 2025 - When Liquidity Returns Before It’s Needed

Dear Investors and Friends, For most of the past two years, the Federal Reserve has been shrinking its balance sheet through quantitative tightening, allowing bonds to mature witho…

November 14, 2025

October 2025 - When the Risk-Free Rate Isn’t Risk-Free

Dear Investors and Friends, In August we wrote about the illusion that sometimes what looks like rising wealth is simply a weakening currency. When money itself loses purchasing po…

October 14, 2025

September 2025 - When Politics Pressures Money: What History Says About Inflation, Long Rates, and Stocks

Dear Investors and Friends, Last month, we explored the paradox of rising equity markets in a world where purchasing power is declining. Our point was simple: nominal gains are not…

September 04, 2025