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.

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Dear Investors and Friends, In our newsletters, we typically focus on fixed income products, investment strategies, market outlooks, and managing risk effectively. However, with th…

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Dear Investors and Friends, As we reflect on the Federal Reserve’s latest decision, which saw a 50-basis point cut to the Fed Funds rate, it is clear the market largely anticipated…

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Dear Investors and Friends, As the Federal Reserve meets today, it is widely expected that, after 11 rate hikes between March 2022 and July 2023, we may be approaching a turning po…

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