• 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

Surprise Party

As we reflect upon the surprising outcome of the election, it’s clear that many forecasters and pollsters were caught completely off guard. An early afternoon read of the market has the S&P 500 index up, another surprise... Read more »

Investor Anxiety Leads Market Lower in October

Market Overview Stocks declined in October as sovereign bond yields resumed their march higher and investors grew cautious ahead of the U.S. election. A historic month for M&A activity and decent earnings were not enough to... Read more »

Credit Markets Display Global Search for Yield

Market Overview Following two quarters of strong performance, U.S. investment grade credit markets steadied in the third quarter. Domestic interest rates bottomed in June, with the U.S. 10-year Treasury hitting 1.40%. Since then,... 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.