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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

Making the Case for Midstream Infrastructure

Roosevelt’s Energy Arbitrage theme, our largest and one of our oldest, has demonstrated its persistence and secular characteristics over time. The theme continues to expand its reach to many parts of the US economy and even... Read more »

Thoughts on the Five-Year Bull Market

The stock market had a solid first half of 2014, with the S&P 500 Index appreciating 7%. This follows a torrid 32% advance in 2013 and a total return of 137% over the last five years. Presently, market volatility is at its... 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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