Throughout our history, Roosevelt Investments has provided investment management services to various institutional investors, including foundations, endowments, pensions and Taft-Hartley clients. We take great pride in providing risk-conscious investment strategies that complement the overall stewardship of the institution. We view our clients as partners and seek to build long-standing relationships rooted in integrity, trust and high-quality service. Our client service team and portfolio managers work closely with clients to ensure that their Board and Investment Committee understand our investment process and its role within their diversified portfolio.
The following investment strategies are offered to our institutional clients:
Communication is critical to the success of any client partnership. To that end, Roosevelt stands committed to providing our proactive investment insight through in-person meetings, direct contact with our client service team, and through monthly and quarterly client publications.
For More Information
We welcome the opportunity to learn more about your specific institution and its investment needs.
For more information, please contact our institutional relationship team:
James C. Rogers, CIMA®, Managing Director
Nainesh Shah, CFA, Senior Securities Analyst
Steve Kleiner, CIMA®, Institutional Sales & Marketing Associate
Institutional Relationship Team
Tel: 646-452-6733
institutionalrelationshipteam@rooseveltinvestments.com
