Roosevelt Investments is now CI Roosevelt Private Wealth

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Who We Serve

Individuals & Families

Individuals
& Families

CI Roosevelt Private Wealth builds and manages customized wealth plans for every client. Our mission: manage risk, grow and protect wealth, and preserve legacies for generations.

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Financial Professionals & Institutional Investors

Financial Professionals
& Institutional Investors

Our Portfolio Management Team has nearly 150 years of combined investment experience. We manage equity and fixed income strategies with a core focus on risk management.

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Funeral and Cemetery Professionals

Funeral
& Cemetery Professionals

We’ve worked with funeral and cemetery professionals for over 50 years. We understand your business, and we know how your wealth management, exit planning, and trust needs differ from other business owners.

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Throughout our history, we have emphasized risk management and long-term capital protection. We know our clients have worked hard to build wealth, and we see our role as long-term stewards of your capital. We build investment plans that span generations.

We have been privileged to manage the investment assets for prominent families including several members of the Roosevelt family*, various institutional clients, individuals, business owners, and professionals in the funeral and cemetery business.

We manage wealth with integrity, trust, and exceptional client service. That’s our legacy.

Let us help you build yours.

Clients of Roosevelt Investments

We manage wealth with integrity, trust, and exceptional client service. That’s our legacy.

Let us help you build yours.

President Theodore Roosevelt President Theodore Roosevelt
* Does not represent client endorsement or reference.

Our History

President Theodore Roosevelt

In 1971, P. James Roosevelt founded an investment advisory firm. Above all, his firm was to embody the values of integrity, trust, and stability.

As President Theodore Roosevelt’s cousin, P. James was extending his family’s legacy of leadership and entrepreneurship, offering wealth management and investment services to endowments, families, institutional clients, and individuals.

Arthur Sheer shared P. James’s vision. In 1990, Arthur founded Sheer Asset Management, Inc., embodying similar values of family strength, entrepreneurial spirit, and an unwavering commitment to risk management. Roosevelt and Sheer were pursuing the same goals, and in 2002, The Roosevelt Investment Group, Inc. merged into Sheer Asset Management, Inc, retaining The Roosevelt Investment Group, Inc. as the name of the combined firm. In 2020 the firm merged with and into The Roosevelt Investment Group, LLC, a sister company that was organized as part of a restructuring contemplated as part of the sale of the business to CI Financial Corp. The Roosevelt Investment Group, LLC was then acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp.

Today that firm is CI Roosevelt Private Wealth.

* Does not represent client endorsement or reference.

Arthur Sheer shared P. James’s vision. In 1990, Arthur founded Sheer Asset Management, embodying similar values of family strength, entrepreneurial spirit, and an unwavering commitment to risk management. Roosevelt and Sheer were pursuing the same goals, and in 2002 their firms joined forces. In 2020, the firm’s name changed to The Roosevelt Investment Group, LLC, and it was acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp.

Today that firm is CI Roosevelt Private Wealth.

* Does not represent client endorsement or reference.

“We see our clients as long-term partners, not short-term customers. Your growth is our growth. Your success is our success.”

Adam Sheer, Co-CEO

Insights

January 2024 | Equity Commentary

January 2024 | Equity Commentary   Published on February 22, 2023 U.S. stocks maintained positive momentum to start the new...
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December 2023 | Equity Commentary

December 2023 | Equity Commentary   Published on January 12, 2023 Investors felt the holiday cheer in December, with the...
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November 2023 | Equity Commentary

November 2023 | Equity Commentary   Published on December 20, 2023 The S&P 500 delivered its strongest month in three...
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October 2023 | Equity Commentary

October 2023 | Equity Commentary   Published on November 11, 2023 Stocks posted their third consecutive month of negative performance...
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Third Quarter 2023 | Fixed Income Commentary

Third Quarter 2023 | Fixed Income Commentary Published on October 24th, 2023   Fixed Income markets declined in the third...
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September 2023 | Equity Commentary

September 2023 | Equity Commentary   Published on October 11, 2023 Equity markets behaved in September much like they did...
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August 2023 | Equity Commentary

August 2023 | Equity Commentary   Published on September 21st, 2023 The S&P 500 retreated -1.6% in August, which we...
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July 2023 | Equity Commentary

July 2023 | Equity Commentary   Published on August 16th, 2023 Last month we wrote about the U.S. economy staving...
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Second Quarter 2023 | Fixed Income Commentary

Second Quarter 2023 | Fixed Income Commentary Published on July 27th, 2023 Investor concerns over “sticky” inflation persisted during the...
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June 2023 | Equity Commentary

June 2023 | Equity Commentary Published on July 11th, 2023 Many economists have spent the past year anticipating a US...
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May 2023 | Equity Commentary

May 2023 | Equity Commentary Published on June 13th, 2023 The debt ceiling debate featured prominently in financial headlines throughout...
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April 2023 | Equity Commentary

April 2023 | Equity Commentary Published on May 12th, 2023 Stocks moved slightly higher in the month of April, with...
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Roosevelt Investments