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

We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

June 30, 2011: Thoughts on the Debt Ceiling

The debt ceiling refers to the legal maximum amount of money the federal government can borrow to pay for its commitments – including items such as Social Security, Medicare and military operations. If the government does not... Read more »

June 16, 2011: Municipalities Get It

One of the few positive developments emanating from our anemic economy has been the religious conversion of so many state and local government officials to approach a state of fiscal reality in labor relations. Governing body... Read more »

June 10, 2011: The Managing of Management

Of all the factors we consider in analyzing possible portfolio additions, the quality of management is certainly near the top in importance but also ranks equally high in the difficulty of properly measuring it. Traditionally,... Read more »

June 3, 2011: May Same Store Sales Commentary

In this commentary we discuss the recently released May retail sales data. In our opinion the results were emblematic of the current state of the economy. By and large, sales were below analysts’ expectations. According to... Read more »


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.

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

Copyright© 2017. All rights reserved.