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
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September 2026 - Understanding the Recent Inflation News
A Guide to the Alphabet Soup of CPI, PPI, PCE and More
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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.
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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.

