Rooney Capital Management manages fixed income investments for institutional and high-net-worth clients. Rooney Capital Management acts as a liaison between clients and dealers, assists with investment strategies, and helps formulate policies. The firm primarily invests in U.S. Treasuries, government agencies, municipal bonds, mortgage-backed securities, bank CDs, commercial paper, and corporate bonds. Rooney Capital Management does not have discretionary authority.
Assets Under Management$390M
Clients1
AdvisorsN/A
Avg. per Client$390M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Rooney Capital Management's fees are negotiable. The firm primarily works with community banks and high-net-worth individuals, investing in fixed-income securities like municipal bonds, U.S. Treasuries, and CDs.
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Location
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