• 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

Global Monetary Policy Actions Propel Markets in October

Market Overview Stocks enjoyed a strong October, as the S&P 500 advanced over 8% for the month. Markets reacted well to positive news coming out of Europe and China. While we maintain a balanced outlook on equities, we... Read more »

“Next Meeting”: How the Extensive Coverage of a Non-event Misses the Big Picture

The market’s focus on two words (“next meeting”) in the Federal Open Market Committee’s recent announcement shook markets, sending both the U.S. dollar and U.S. yields higher. Yes, perhaps the Fed does indeed want to... 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.