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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

April 23, 2012: Early Read on Earnings

A key investor concern over the past couple of months has been the trajectory of corporate earnings. Expectations for the first quarter were for only low single digit growth compared with the comparable period last year. Though... Read more »

April 5, 2012: Behavioral Investing

Reflecting upon the first quarter results bestowed upon us by the stock market, it seems likely that the majority of investors were not expecting such a strong performance. For example, the data tells us that the average hedge... 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.

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