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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

Total Return vs. Income Investing: Which Strategy is Superior?

Investors have long differed when it comes to various aspects of investing: how to best diversify a portfolio, which stocks and bonds to own (if any), which investment products and strategies make the most sense, and so on. But... Read more »

Mixed Data in the Month of April

Market Overview Stocks moved higher in April as investors turned their attention to first quarter earnings season, which thus far has come in significantly ahead of muted expectations. With nearly 75% of S&P 500 companies... Read more »

What To Do While You Wait

On April 29, 2015 the Federal Open Market Committee (“FOMC”) met, discussed the economic outlook and, as usual, released a statement. The core view remains unchanged: the Committee expects growth to “expand at a moderate... 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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