Roosevelt Capital Management Corporate Bond Strategy

The Roosevelt Capital Management Corporate Bond strategy seeks current income and capital appreciation consistent with the preservation of capital.

Key Benefits

Performance

Roosevelt Capital Management has a 14-year track record in corporate bonds that has significantly outperformed its benchmark and the bond market.

Customizable

SMA structure supports customized portfolios of individual bonds tailored to the investor's objectives and constraints.

Flexibility

Roosevelt Capital Management has the processes and systems in place to seamlessly move between investment grade and high yield corporate bonds as client needs evolve.

Relatively Liquid

Roosevelt Capital management invests client capital in the liquid parts of the corporate bond market.

Commentary

September 2026 - Understanding the Recent Inflation News

September 2026 - Understanding the Recent Inflation News

A Guide to the Alphabet Soup of CPI, PPI, PCE and More

September 16, 2026
August 2026 - The Yen Crisis Is Not Just Japan’s Problem

August 2026 - The Yen Crisis Is Not Just Japan’s Problem

Why the United States stepped into the currency market - and what investors should understand about the risks beneath the headlines.

August 06, 2026
July 2026 - When the Fed Speaks Less, Markets Move More

July 2026 - When the Fed Speaks Less, Markets Move More

Why one of the most divided Federal Reserve meetings in three decades reinforced the importance of preparing for uncertainty.

July 30, 2026