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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

Where is Inflation?

The Federal Open Market Committee (FOMC) just tightened short-term rates by 25 basis points for the third time in the last seven months – resulting in a target range of 1.00% to 1.25%. Beyond the Federal Reserve’s desire to... Read more »

Stocks Persevere Despite Disappointing Data

Market Overview Healthy US corporate profits and positive international economic data helped stocks to generate modest gains in May. Markets were resilient despite continued turbulence from inside the Beltway and pronounced... 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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