David Roosevelt featured on Great Decisions, Incredible Lives Podcast
November 08, 2023
Roosevelt Capital Management's Co-Founder & Managing Member, David Roosevelt spoke with John Creekmur In episode 12 of the Great Decisions, Incredible Lives: Retire with Intention podcast. David sheds light on the intricacies of the financial world, discussing GIPS compliance, und …
David Roosevelt featured in Cover Your Assets podcast: Managing Liquidity for Affluent Families
July 22, 2023
Roosevelt Capital Management's Co-Founder & Managing Member, David Roosevelt spoke with Dom Sylvester, CPA on Cover Your Assets; Protecting Wealth, Life, and Legacies.
Roosevelt Capital Management Announces GIPS® Verification
July 11, 2022
Dallas, Texas (June 29, 2022) – Roosevelt Capital Management (“RCM”) announced today that the firm claims compliance with the Global Investment Performance Standards (“GIPS®”) and has been independently verified by ACA Performance Services, LLC (“ACA”) for the period of October 1, 201 …
Roosevelt Capital Management (RCM) becomes Money Manager on the Schwab Managed Accounts Marketplace
May 25, 2022
May 25, 2022 – Roosevelt Capital Management (RCM) has become a Money Manager on the Schwab Managed Accounts Marketplace. This important update to our relationship with Schwab now makes our Short Duration High Yield Corporate Bond Strategy available to the broader Schwab Advisor commun …
Announcing the Roosevelt Capital Management New Web Site
March 23, 2022
We're excited to announce the launch of our brand new Roosevelt Capital Management web site! The new site features great content housed within an enhanced user-friendly layout. Special thanks to the amazing team at Goodwood Consulting for all of their help with turning our concept int …
Roosevelt Capital Management becomes internal advisor on the SMArtX Advisory Solutions platform
March 09, 2022
March 1, 2022 – Roosevelt Capital Management (RCM) becomes an internal advisor on the SMArtX Advisory Solutions platform. SMArtX is a pioneering managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP). Currently, RCM is available on SMArtx …
Roosevelt Capital Management Featured on the The Jeff Crilley Show
September 25, 2021
David Roosevelt and Michael O'Brien, Co-Founders and Managing Members of Roosevelt Capital Management sit down with Jeff Crilley to discuss Roosevelt Capital Management and the RCM Short Duration High Yield Corporate Bond Strategy.