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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

December 19, 2013: Our Thoughts on Tapering

Thoughts from our Domestic Equity Team After months of speculation, the Fed announced that it will finally begin to taper its asset purchases beginning in January. Our take is that despite this reduction in QE, the overall... Read more »

December 10, 2013: Rethinking Trends in Capex

Thoughts from our Domestic Equity Team As part of the current economic recovery, we expected to see a trend toward increased corporate capital expenditures (capex). However, a more nuanced picture has recently emerged indicating... 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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