• 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

October 19, 2012: Climate Shift

Thoughts From Our Domestic Equity Team Roosevelt’s Climate Shift theme encompasses the potential for secular changes in weather patterns and the implications of those changes for companies across all sectors. Over the past 10... Read more »

October 2, 2012: Lagging Transports

Thoughts From Our Domestic Equity Team The Dow Theory posits that for a market to be considered healthy, transportation stocks should be appreciating alongside broader stock indices. The idea is that these railroad, airline, and... 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.