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Foundations and Endowments

While Roosevelt Investments has grown throughout the years, understanding the complex needs of foundations and endowments is firmly entrenched in our roots. At Roosevelt, we take great pride in managing the legacies of prominent individuals and organizations. We are honored that they have entrusted Roosevelt to help secure their mission for generations to come.

The following investment strategies may be used by foundations and endowments:

For More Information

For more information on our investment services to endowments and foundations, 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

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 a variety of equity, 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.

Please remember that in order to invest you must first read and understand the Form ADV Part 2 and our Privacy Policy.

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