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.

May 2026 - Oil, Inflation, and the Fed: What Happens Next?

Dear Investors and Friends, In recent weeks, rising geopolitical tensions, particularly involving Iran, have contributed to a meaningful increase in oil prices. That move has alrea…

May 01, 2026

April 2026 - When Correlations Rise

Dear Investors and Friends, March was an interesting month. Geopolitical developments, including rising tensions involving Iran, contributed to a meaningful increase in oil prices.…

April 21, 2026

March 2026 - Liquidity Risk and the Value of Separately Managed Accounts

Dear Investors and Friends, Investors today are navigating a wide range of risks, including geopolitical tensions, signs of a softening U.S. labor market, and rapid technological d…

March 24, 2026