Roosevelt Capital Management Cash Management Strategy

Minimize Risk

A U.S. Treasury carries the full faith and credit of the U.S. government.

Highly Liquid

The U.S. Treasury market is arguably the deepest and most liquid in the world.

Customizable

SMA structure supports maturity structures (laddered, bullet, floating) tailored to the needs of the investor.

Maximizes Flexibility

No lock up period (CDs) or teaser rates (high yield bank accounts). Peace of mind knowing you are minimizing risk while getting at or near the highest returns on cash available in the markets.

March 2025 - How to Buy Bonds: Bond Funds vs. Individual Bonds

Dear Investors and Friends, Over the past three months, we’ve explored the fundamentals of fixed income investing, answering two crucial questions: Why Bonds? and What Bonds to Buy…

March 18, 2025

February 2025 - What Bonds to Buy? Security Selection & Market Inefficiencies

Dear Investors and Friends, In last month’s letter, we explored asset allocation within fixed income and cash management, detailing how different bond categories fit within a broad…

February 26, 2025

January 2025 - What Bonds to Buy? Asset Allocation within Fixed Income & Cash Management

Dear Investors and Friends, In December, we began a three-part series on the fundamentals of fixed-income investing with a focus on Why Bonds—highlighting how bonds can balance ris…

January 23, 2025

Roosevelt Capital Management US Treasury Strategy (Cash Management)