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*.

*Does not represent client endorsement or reference.

Balanced Portfolios
Balanced Portfolios
(A 60% Equity 40% Fixed Income Blend of Proprietary Strategies)

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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