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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

January 24, 2011: The Cyber Wallet

The cell phone convergence phenomenon is steadily coming to fruition. Where as in the recent past one might have had a separate device to take photographs, listen to music, and play video games, it is now increasingly common for... Read more »

January 6, 2011: Accomodative Policy and an Improving Economy

"While the economic outlook was seen as improving, members generally felt that the change in the outlook was not sufficient to warrant any adjustments to the asset-purchase program...," This statement is from the minutes of the... Read more »

November 24, 2010: Emergence of a Middle Class in Developing Economies

One of our current investment themes is the emergence of a middle class in developing economies where five to ten years ago the vast majority of people were either very wealthy or very poor. As a result of this societal change,... Read more »

November 23, 2010: An Overview of The Changing Landscape in Film-Making

This article in Wharton Magazine (link below) provides an overview of the changing landscape in film-making. According to the article, three major factors are driving change in gross receipts: new distribution vehicles,... Read more »

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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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