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Information on our Firm and Strategies.

A library of materials to help inform your investment decisions.

Literature Center

Welcome to our Literature Centers. Below you will find the supported materials appropriate to your category. Click on any of the items below to learn more.

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Financial Professionals
Private Clients

All Cap Core Equity

Product Information Title Description
Factsheet Brief A snapshot of All Cap Core Equity.
Presentations Institutional Presentation

Comprehensive Presentation of strategy’s investment philosophy and process.

Strategy Updates Risk Management in Action

Updates on the Roosevelt All Cap Core Strategy.

Select Equity

Product Information Title Description
Factsheet 2Q13 Select Equity Factsheet A snapshot of Select Equity
Presentations 2Q13 Institutional Presentation
2Q13 Presentation
2Q13 Brief

Comprehensive Presentation of strategy’s investment philosophy and process.

Strategy Updates and Results Risk Management in Action

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Value Added Title Description
Commentaries 2Q13 Select Equity Market Commentary

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Whitepapers 2Q13 XXXX
2Q13 XXXX
2Q13 XXXX

Comprehensive Presentation of strategy’s investment philosophy and process.

Brochures XXXXX

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Current Income Portfolio (CIP)

Product Information Title Description
Factsheet Brief A snapshot of Current Income Portfolio (CIP)
Presentations Institutional Presentation

Comprehensive Presentation of strategy’s investment philosophy and process.

Value Added Title Description
Commentaries and Flyers Preferred Securities in Rising Rate Environments
Consistent Income Despite Interest Rate Movements
Thoughts from Our Domestic Fixed Income Team
Investing for Income vs. Total Return Infographic
A Preference for Preferred Securities
The Power of Preferred Securities
Recipe for Income

Thoughts from our Fixed Income Team.

Core Fixed Income

Value Added Title Description

Intermediate Fixed Income

Value Added Title Description

All Cap Core Equity

Value Added Title Description
Commentaries & Flyers Market Commentary
Are You Planning for Retirement Success?

Thoughts from our All Cap Core Equity Team.

Select Equity

Value Added Title Description
Commentaries & Flyers Market Commentary
Are You Planning for Retirement Success?
Thoughts from our Domestic Equity Team.

Current Income Portfolio (CIP)

Product Information Title Description
Factsheet Brief A snapshot of Current Income Portfolio (CIP)
Value Added Title Description
Commentaries & Flyers Are You Planning for Retirement Success?
A Preference for Preferred Securities
Recipe for Income

Thoughts from our Fixed Income Team.

Core Fixed Income

Value Added Title Description

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 domestic equity, international equity, domestic fixed income, 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.

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