Welcome to Roosevelt Investments
Roosevelt Investments offers a range of proprietary domestic equity, fixed income and balanced investment strategies to a wide spectrum of individual and institutional clients. Since our origins as the advisory firm of P. James Roosevelt, Inc., which began in 1971, we have been privileged to manage the investment assets for prominent U.S. and European families, and various institutional clients, including the Theodore Roosevelt Association.*
*Does not represent client endorsement or reference.
Investment Strategies and Research
To learn more, please hover over each section and click on the strategy you are interested in.