Roosevelt Capital Management Municipal Bond Strategy

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.

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