• Tel: (646) 452-6700
  • US Toll-Free: (800) 829-4337
  • Fax: (212) 599-1916

Manage for risk, returns can follow.

Roosevelt Investments Domestic Equity Strategies.

Domestic Equity

Preserve capital, generate income.

Roosevelt Investments Fixed Income Strategies.

Fixed Income

A Balance of Our Equity and Fixed Income Solutions.

Roosevelt Investments Balanced Portfolio Strategies.

Balanced Strategies

Client Service Comes First.

We view our clients as partners and seek to build long-standing relationships based on integrity, trust and high-quality service.

Client Service

Rooted in a culture of compliance.

We are committed to delivering quality results with the highest level of transparency.

Compliance

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. 

Domestic
Equity
Fixed
Income
Balanced
Portfolios

Media

Did Facebook pay too much for WhatsApp?

Jason Benowitz CFA, a Senior Portfolio Manager on the Domestic Equity Team, appearing on Fox Business News.

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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