For Financial Professionals
More time for your clients. Stronger portfolios.
RCM brings fixed-income and cash management expertise, portfolio customization, and practical operational support to your practice. You define our role and continue to lead the client relationship.
Investment management around your mandate
Fixed income and cash, managed with purpose.
We build and maintain portfolios around the role you define: liquidity, income, risk parameters, and the needs of each client.
Tailored portfolios
Agree on strategy allocations, maturity structure, credit parameters, concentration limits, and client-specific requirements.
Deep investment expertise
Evaluate securities and relative value across the markets relevant to the mandate.
Ongoing discipline
Monitor cash, maturities, portfolio targets, and opportunities to improve yield with equal or better risk characteristics, after costs and applicable tax considerations.
Alignment and results
Clear incentives. Accountability for the work.
Paid solely by clients
We receive no commissions, revenue sharing, referral compensation, or payments from investment-product providers.
Investing alongside you
Our founders invest their own capital alongside clients using the same investment approach. Individual portfolios reflect their objectives and circumstances.
Reporting you can use
Concise information that answers your questions, with reports formatted for your systems and workflows.
We discuss results in the context of the mandate, the risks taken, and the purpose of the allocation. Detailed strategy performance is available on request.
Practical operational support
Less time on portfolio administration. More time with clients.
Cash that receives attention
Available account cash is deployed according to the strategy. Newly arriving cash is initially placed in U.S. Treasuries as deployment is arranged, consistent with the mandate and liquidity needs.
Planned distributions
We coordinate recurring outgoing wires and maintain appropriate portfolio liquidity for scheduled needs, subject to custodian procedures and account authorizations.
Support on your terms
You choose how we participate: joining a client meeting, hosting a webinar for your clients, or providing information for you to present. You lead the relationship, with direct access to our investment and operations team.
Optional equity capabilities
Equity implementation, when it fits your mandate.
For advisors who want additional support, RCM also provides passive equity implementation, including direct indexing and tax-loss harvesting. These services can complement the responsibilities you assign to us. The scope is yours to define.
The Roosevelt Brief
Explore our thinking.
How We Select Bonds
A repeatable process for finding opportunities, evaluating credit and applying client constraints.
Read the briefIndividual Bonds or Bond Funds?
How ownership structure affects customization, maturity planning and control.
Read the briefManaging Cash Actively
What curve placement, security selection, optimization and cash buckets mean in practice.
Read the brief
A conversation is the first step
Let’s discuss where we can help.
Tell us about your practice, your clients, and where you would like investment or operational support.