1990Arthur 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.
1992The predecessor firm, P. James Roosevelt, Inc. becomes The Roosevelt Investment Group, Inc.
2001Sheer Asset Management, Inc. introduces our flagship All Cap Core Equity strategy in an open-end mutual fund format.
2002Sheer Asset Management, Inc. and The Roosevelt Investment Group, Inc. merge. The new firm retains the name The Roosevelt Investment Group, Inc.
2007Roosevelt Investments acquires the advisory firm, Ehrlich Meyers Associates, and Robert Meyer, CFA, joins the firm as a domestic equity portfolio manager.
2010Adam Sheer, President of Roosevelt Investments, is recognized as a Rising Star of Mutual Funds by Institutional Investor News.
2011Roosevelt Investments expands its fixed income offerings.
- Howard S. Potter, a fixed income portfolio manager, joined Roosevelt Investments. As Senior Fixed Income Portfolio Manager, Mr. Potter is responsible for leading three of his time-tested, legacy fixed income strategies.
2012Roosevelt Investments launches an Institutional share class of its flagship equity mutual fund.
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.