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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

Earnings to Drive 2014?

Thoughts from our Domestic Equity Team The majority of last year’s stock market appreciation was a function of rising valuation multiples. The price-to-earnings (PE) ratio for the S&P 500 expanded from approximately 12.5 at... Read more »

Fixed Income Update

Thoughts from our Domestic Fixed Income Team The door has closed on 2013 and a new set of challenges has begun to take form for fixed income investors. In terms of Federal Reserve monetary policy, we feel the credit markets have... 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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