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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

Pause Before Launch?

At this point, it’s well established that the Federal Reserve is “data dependent”. We have all been aware that removal of the extraordinary monetary accommodation is only going to happen after a strong set of economic... Read more »

Pay No Attention to that Man Behind the Curtain

Recent events overseas have conspired to cause investor skittishness and a stock market selloff in the U.S. In our view, while the level of uncertainty has risen, there is no reason to panic and exit stocks. We believe the U.S.... Read more »

Amidst Global Wobbles, Yellen Telegraphs Measured Pace

Market Overview The S&P 500 fared well in July, advancing slightly below 2% for the month. Investors appeared to be encouraged by progress made in the Greek bailout negotiations, and by consistent messages from the Federal... 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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