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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

Why the July Market Decline?

Market Overview Stocks fell in July, with the Russell 3000 declining approximately 2% for the month. In our view, more stringent economic sanctions against Russia from both Europe and the U.S. contributed to this decline. Other... 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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