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

July 2025 - What If Nothing Changes?

July 2025 - What If Nothing Changes?

Dear Investors and Friends, Last month’s letter explored why India’s trade deficits have helped fuel growth, while America’s have often hollowed out key industries. But one reader …

July 22, 2025
June 2025 - How the Machine Works, Part II

June 2025 - How the Machine Works, Part II

Dear Investors and Friends, Last month’s letter generated more feedback than anything we’ve written in years. We heard from business owners, retirees, professionals, and policy-min…

June 19, 2025
May 2025 - How the Machine Works: Trade, Dollars, and the Global System

May 2025 - How the Machine Works: Trade, Dollars, and the Global System

Dear Investors and Friends, This month’s letter departs from our ongoing “Why Bonds, What Bonds, and How Bonds” series. After a volatile April, we felt compelled to pause and addre…

May 14, 2025