• Tel: (646) 452-6700
  • US Toll-Free: (800) 829-4337
  • Fax: (212) 599-1916

An investment portfolio designed around our flagship All Cap Core Equity strategy.

Conveniently offered in a mutual fund format.

Our flagship All Cap Core Equity strategy in an open-end mutual fund format

The investment objective of the mutual fund is long-term capital appreciation. The Fund invests primarily in common stock of U.S. companies of all capitalization ranges. As the Fund’s Adviser, The Roosevelt Investment Group, Inc., studies “themes” underlying what we believe will represent fundamental long-term changes in the U.S. equity markets. A theme can be political, economic, demographic, regulatory or industry specific. It is the identification of these themes that lie at the heart of our investment strategy.

For more information, or to request an application, please call (877) 322-0576

Investing in a mutual fund involves risks, including the possible loss of capital. Micro-, small-, and mid-cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling (877) 322-0576 or download the pdf. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Distributed by Unified Financial Securities, LLC, (Member FINRA)

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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.

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

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