At Roosevelt, we understand the value that consulting firms bring to our institutional relationships. Your expertise of a client's overall portfolio and independent guidance on asset allocation strategy often help these relationships to succeed. We work closely with many national and regional consultants, and as a partner to the underlying institutional client, we enjoy the collaborative spirit that often develops. We focus on our area of expertise, investment execution, and complement your consultative approach by providing support and ongoing communication on our strategies.
We offer the following investment strategies to our individual and institutional clients:
For More Information
We welcome the opportunity to discuss our investment strategies with you and learn more about your clients' needs.
We believe that Roosevelt has the experience, depth and results that are desired in today's institutional marketplace.
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
