• 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

The Beneficiaries of Oil’s Recent Price Decline

As measured by the price of West Texas Intermediate (WTI), the price of oil plummeted approximately 31% from 6/20/14 through 11/13/14 and is down about 20% year over year through 11/21/14. Reasons for the sharp decline include... Read more »

October Brought Tricks, then Treats, for Investors

Market Overview Stocks returned a solid 1.2% in October, but it was quite a wild ride. At its lowest intraday point, the S&P 500 declined nearly 10% from its prior peak – only to roar back and close the month at another... Read more »

What Will Election Results Bring for Corporate America?

Last week’s elections resulted in Republican control of the Legislative branch. While it remains to be seen whether this brings change to the gridlock that has paralyzed Washington for the past several years, we do believe that... 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.