• 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

A Tale of Two Reversals in Just One Quarter

Market Overview Already, domestic fixed income markets have assumed multiple personalities this year, taking only three months to flip and then flip again. After adjusting at the end of last year to the likelihood of the Federal... Read more »

First Quarter Volatile as Uncertainty Persists

Market Overview Despite finishing the quarter with modest gains of approximately 1%, the market was quite volatile to begin the year. The S&P 500 fell by over 10% through the middle of February before rebounding strongly in... Read more »

No, Not Now

This month it became clear that the Federal Open Market Committee (FOMC) is not too eager to raise rates. This was affirmed by a dovish speech from Fed Chair Janet Yellen during the first week of April. The expectations many... 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.