Welcome to Roosevelt Investments

Roosevelt Investments offers a range of proprietary domestic equity, international equity, fixed income and balanced investment strategies to a wide spectrum of individual and institutional clients. Since our origins as the advisory firm of P. James Roosevelt, Inc., which began in 1971, we have been privileged to manage the investment assets for prominent U.S. and European families, and various institutional clients, including the Theodore Roosevelt Association.

Domestic Equity
• All Cap Core Equity
• Large Cap Core Equity
• Small/Mid Cap Core Equity
Fixed Income
• Current Income Portfolio (CIP)
• Intermediate Fixed Income
• Core Fixed Income
• Global Enhanced Fixed Income
Equity Research
• HGA Publications
• HGA Interactive Models
International Equity
• EAFE Plus Equity
• International Equity
• Emerging Markets Tactical Allocation (EMTAC)
• Emerging Markets Equity
• Global Equity
• Socially Responsible Investing
Balanced Portfolios
• Balanced Portfolios
(A 60% Equity 40% Fixed Income Blend of Proprietary Strategies)

Fundamentals to Lead U.S. Equity Markets in 2012

Strategy Insight with Jason Sheer, CFA

Market sentiment approached panic levels as Europe's sovereign debt crisis unfolded, emerging markets slowed, and nagging softness in employment and GDP growth plagued the U.S. economy. Read full report »

U.S. Equity Market Returns to Fundamentals

Published in Take Five with Roosevelt Investments, January 2012

Although growth has generally slowed in the emerging countries and in Europe, numerous domestic economic indicators have set the stage for a self-sustaining U.S. recovery. The housing market, supported by historically low mortgage rates, is seeing signs of life again. Read full report »

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.

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