• 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 24, 2013: Taper Tantrum Crosswinds

Thoughts from our Domestic Equity Team Over the past month, the stock market has been choppy and has given back some of its year-to-date gains. The sparks for this pullback include Fed Chairman Bernanke’s comments on May 22nd... Read more »

June 17, 2013: Short-term Volatility Effects on Bond Investing

Thoughts from our Fixed Income Team As we approach the halfway point of the calendar year, nervousness has become the dominating characteristic throughout the credit markets. Bond investors who more commonly decide to buy and... Read more »

Rebuild and Retool

Thoughts from our Domestic Equity Team Computer generated prototypes. Software that, with a few tweaks, can create an enormous variety of things. Highly automated milling machines that can produce parts quickly and efficiently... 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© 2018. All rights reserved.