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 community and their clients through a turnkey Sub-Advisor relationship. For more information on the Schwab Managed Accounts Marketplace or the RCM Short Duration High Yield Corporate Bond Strategy, please do not hesitate to contact us.
About Schwab Managed Accounts Marketplace
For their Investment Advisor partners, Schwab offers the Managed Account Marketplace® ("Marketplace"). A managed account, also known as a separately managed account (SMA), is a portfolio of individual securities managed on a discretionary basis by a money manager or asset management firm with expertise in a specific asset class or investment style, such as fixed income, large-cap growth, small-cap value, or fixed income. Schwab's managed account solutions allows advisors already on the Schwab platform to assign portfolio management duties to money managers, giving those same advisors more time to build relationships with their clients.
About Roosevelt Capital Management
Founded by David Roosevelt and Michael O’Brien, Roosevelt Capital Management has a 11 -year track record managing short duration high yield corporate bonds and an 11-year track record managing municipal bonds. Roosevelt Capital Management is a registered investment adviser and an independent investment management firm that is not affiliated with any parent organization.
