• 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

August 17, 2011: Google to Acquire Motorola Mobility

On Monday August 15, Google announced the acquisition of Motorola Mobility. Google will pay $12.5 billion in cash for Motorola, or $40 per share, a 63% premium to the prior closing price. We believe Motorola is prized by Google... Read more »

August 9, 2011: Debt Downgrade and Portfolio Positioning

In our recent blog posting, “The Confidence Ceiling”, we spoke to our concerns regarding the likelihood of a US debt downgrade. Partially as a result of this, we had been raising the level of risk management tools in our... 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.