Defined Benefit

Providing an adequate retirement to hard-working and long-standing employees is a commitment that should not be taken lightly. While defined contribution plans have become commonplace over the past few decades, many companies throughout the country include defined benefit plans as a way to reward employees for their years of dedicated service. Payments from these defined benefit plans often become an important source of monthly income to retirees.

At Roosevelt Investments, we are honored that numerous companies have entrusted us to manage this important retirement vehicle for their employees. We believe that our risk-conscious portfolios are ideal solutions to providing the growth necessary to fund future benefits while maintaining a watchful eye on volatility.

For More Information

For more information on our products and services available to defined benefit accounts, please contact:

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