• 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

Everything but the Data

The Federal Reserve Open Market Committee (FOMC) finished their two-day meeting and released their usual statement Wednesday, with Chair Janet Yellen hosting a press conference afterward. Their statement and Fed Funds Rate... Read more »

The 2015 Greek Funding Crisis

By now it’s well-known that Greece will require access to outside funding in the next few weeks in order to make its June 30, 2015 payment to the International Monetary Fund (IMF). Overall, we believe it is in both sides’... Read more »

Improving Economic Data Increases Odds of Fed Rate Hike

Market Overview Stocks moved higher in May, with the S&P 500 advancing 1.3% for the month. We believe investors were heartened by improving economic data, particularly from the labor and housing markets. It was government... 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© 2017. All rights reserved.