Death Care

Roosevelt Investments has been providing customized investment management services designed to meet the life cycle needs of various death care operators since the early 1980s. Our industry knowledge, investment experience, and risk-oriented approach have helped these businesses to succeed. Today, the firm is an active contributor to industry publications, most notably the Memorial Business Journal and Pennsylvania Cemetery Cremation and Funeral Association's Keynews.  

Our knowledge of the death care industry, which includes cemetery and funeral home operators, has been acquired over three decades.  We understand, for example, that some cemetery providers in the early stages of development may need to grow capital in order to meet property expansion goals. Or late-stage cemetery providers may primarily desire income generation in order to support maintenance and preservation objectives. Similarly, funeral home operators may require investment management of assets derived from prepaid funerals. And regardless of life cycle stage, we have learned from experience to expect that each operator will have its own tolerance for risk-taking.  Together, we work closely with our death care partners to best define an investment approach that is well-suited to their specific objectives.

For More Information

We welcome the opportunity to learn more about your investment needs and discuss our approach.
For more information, please contact:

Corie Gabriel
Investment Counselor
Tel: (646) 452-6741
cgabriel@rooseveltinvestments.com

	December 2010 Portfolio Manager John Roscoe explains the importance of sticking with an investment strategy even through turbulent economic times. In the article, Roscoe describes how investors often react emotionally during extreme market swings, causing them to lose far more money than they would have had they waited calmly on the sidelines. "Sticking to a well-crafted asset allocation strategy formed ahead of time will help you avoid reacting in an emotional and perhaps irrational manner when the markets go awry – as they most certainly will again at some point in the future," Roscoe states. ICCFA Magazine - Read more
	December 2010 Roosevelt Investments discusses the latest developments in monetary and fiscal policy, including the Federal Reserve's recent move to jumpstart the economy through quantitative easing. By flooding the economy with more cash, the Fed believes it will help create jobs and improve economic activity. Roosevelt Investments tends to agree, saying that the latest round of quantitative easing should "continue to exert its beneficial effect upon equity prices, interest rates, inflation expectations, and the value of the dollar." PCCFA Keynews - Read more
	April 2010 "Action Item: Economic Progress, Operating Efficiencies Suggest Strong Bottom Line Results for Investors"- Memorial Business Journal
	January 2010 "Action Item: Foreign Investments, With economic indicators pointing toward recovery, growth opportunities can be found in global markets"
	December 2009 "Financial Urnings"- PCCFA Keynews
	October 2009 "Getting in Front of the Curve: V's, W's, and Square Roots - Symbols of Economic Recovery And How to Use Them to Your Financial Advantage"
	August 2009 "Financial Urnings"- PCCFA Keynews
	April 2009 "Financial Urnings"- PCCFA Keynews