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News & Recognition

Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

Press Release: 

Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

New York, New York – October 1, 2018 – The Roosevelt Investment Group, Inc. (Roosevelt Investments), a New York City based investment advisory firm, announced today its acquisition of Value Architects Asset Management, LLC (VAAM), and its affiliate, Blueprint Financial Planning, LLC, both of Hoboken, New Jersey. VAAM and Blueprint have been providing financial planning and investment management services to both individuals and institutions since 2001.

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Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network

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Medical device maker Stryker says not in talks to buy Boston Scientific

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Best Buy online growth slows, overshadowing strong earnings

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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.

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