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A legacy of success. A tradition of excellence.

A commitment to risk management and superior performance.

Firm History

Roosevelt Investments traces its roots back to 1971 when P. James Roosevelt, a cousin of former President Theodore Roosevelt, founded the investment advisory firm, P. James Roosevelt, Inc.

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1971

1971

P. James Roosevelt founds investment advisory firm, P. James Roosevelt, Inc. Mr. Roosevelt, a cousin of Theodore Roosevelt, and his firm managed investment assets of individuals and endowments, including several members of the Roosevelt family.
p-james
1990

1990

Arthur Sheer founds Sheer Asset Management, Inc. Having managed money for Fidelity and J. Rothschild, among others, Mr. Sheer welcomes the opportunity to hang his own shingle and focus on research and portfolio management. Sheer Asset Management, Inc. launches the All Cap Core Equity, Global Enhanced Fixed Income, and Balanced strategies.
sheer
1992

1992

The predecessor firm, P. James Roosevelt, Inc. becomes The Roosevelt Investment Group, Inc.
1992
2001

2001

Sheer Asset Management, Inc. introduces our flagship All Cap Core Equity strategy in an open-end mutual fund format.
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2002

2002

Sheer Asset Management, Inc. and The Roosevelt Investment Group, Inc. merge. The new firm retains the name The Roosevelt Investment Group, Inc.
sheer-roose
2007

2007

Roosevelt Investments acquires the advisory firm, Ehrlich Meyers Associates, and Robert Meyer, CFA, joins the firm as a domestic equity portfolio manager.
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2010

2010

Adam Sheer, President of Roosevelt Investments, is recognized as a Rising Star of Mutual Funds by Institutional Investor News.
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2011

2011

Roosevelt Investments expands its fixed income offerings.
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2012

2012

Roosevelt Investments launches an Institutional share class of its flagship equity mutual fund.
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2013

2013

Roosevelt Investments Announces New Executive Positions.

The Roosevelt Investment Group, Inc. (“Roosevelt”), a multi-strategy investment management firm known for its highly-regarded All Cap Core Equity strategy, announced several changes in its executive management team. Adam J. Sheer and L. David Sheer have been named Co-Chief Executive Officers and James C. Rogers, CIMA has been appointed President. Arthur H. Sheer will remain the Chief Investment Officer and Co-Chairman of the Board.


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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