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 exclusively to select advisors.
For more information on SMArtx or the RCM Short Duration High Yield Corporate Bond Strategy, please do not hesitate to contact us.
About SMArtx Advisory Solutions
SMArtX Advisory Solutions managed accounts technology to provide asset managers with an opportunity to manage their own custom TAMP. The platform is a fully curated, centralized source for all managed account investments and individual securities, including mutual funds and ETFs, where asset managers can directly offer access to a complete selection of their investment strategies in multiple formats. Asset managers can leverage all the existing technology of a TAMP, but with full control and brand management.
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.
