Welcome to Roosevelt Investments

At Roosevelt Investments, we manage for risk. Well-defined risk management principles guide our investment strategies through all market cycles. We employ an investment process that breaks away from the traditional mold of style box investing and embraces a thematic investment approach.  This flexibility provides the latitude to identify market inefficiencies and to capitalize on sustainable, long-term growth investments, regardless of economic conditions. After all, our goal is not only to outperform in positive markets, but, importantly, to protect our clients’ capital in down periods.

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.  We take this responsibility very seriously and are humbled by the role our clients and institutional partners have entrusted to us.

We invite you to learn more about Roosevelt Investments and I welcome your inquiries as you visit the site.  I am proud of our history, the work of our investment team, and our firm's commitment to high quality client service.  I am thankful for the support and loyalty of our clients, financial advisors, and institutional partners.  We enjoy the lasting client relationships that we have built over time and look forward to working together in the years ahead.

Sincerely,
Sheer Signature

Adam J. Sheer
President
adam.sheer@rooseveltinvestments.com

What We Do

Roosevelt Investments offers a range of proprietary equity, fixed, and balanced investment strategies to a wide spectrum of individual and institutional clients. Our research-oriented investment process is guided by an investment philosophy that is risk-conscious and thematic in approach.   We pursue opportunities regardless of market capitalization, growth orientation or location.  We seek to identify fundamental economic, political, social, demographic, and industry-specific shifts that can provide attractive upside return. This top-down perspective is complemented by thorough, bottom-up, fundamental research analysis.  Collectively, this well-constructed, repeatable process strives to identify attractively priced investments that offer a compelling combination of risk and return potential.

Our proprietary investment strategies include:

Our strategies are available in a separately managed account (SMA) format for institutional and high net worth accounts and through SMA platforms at various financial intermediaries.

Who We Are

Roosevelt Investments traces its roots back to 1971 when P. James Roosevelt, a cousin of the late President Theodore Roosevelt, founded the investment advisory firm, P. James Roosevelt, Inc. Today, we are a privately held, unaffiliated boutique investment firm located in midtown Manhattan, near Grand Central Station.

We commit extensive investment in our own firm in order to have access to the proper resources necessary to deliver above-average, risk-adjusted performance and outstanding client support.  We are privileged to work with a wide range of clients and strive to be proactive in communication and transparent in our approach.

Our Clients

At Roosevelt, we are privileged to manage assets for individuals, family offices, pension funds, endowment funds, and institutions.To support their distinct investment needs, we offer our range of investment strategies in separately managed accounts, or through separately managed account (SMA) programs and our Multi-cap Fund which are available at various broker/dealer and financial intermediary firms.

As a privately-held and unaffiliated firm, we measure our success by how well our clients succeed. We partner with clients and financial advisors to establish long-lasting relationships based on integrity and high-quality service.

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 a variety of equity, 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.

Please remember that in order to invest you must first read and understand the Form ADV Part 2 and our Privacy Policy.

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