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

December 2022 | Fixed Income Commentary

December 2022 | Fixed Income Commentary Published on January 27th, 2023 Market Overview After government bond yields increased substantially during...
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December 2022 | Equity Commentary

December 2022 | Equity Commentary Published on January 12th, 2023 Market Overview Strong equity market gains posted from the October...
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November 2022 | Equity Commentary

November 2022 | Equity Commentary Published on December 13th, 2022 Market Overview U.S. stocks and bonds performed well in November....
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October 2022 | Equity Commentary

October 2022 | Equity Commentary Published on November 8th, 2022 Market Overview The stage was set for an equity rally...
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U.S. banks’ key performance metric set to turn around in second half

Jason Benowitz Featured in Reuters "U.S. banks' key performance metric set to turn around in second half" Published on September...
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PayPal shares jump on Elliott’s $2 bln stake, annual profit guidance raise

Jason Benowitz Featured in Reuters "PayPal shares jump on Elliott's $2 bln stake, annual profit guidance raise" Published on August...
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Analysis: Amazon has a Prime edge over Walmart: richer customers

Jason Benowitz Featured in Reuters "Analysis: Amazon has a Prime edge over Walmart: richer customers" Published on July 29, 2022...
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Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners

Jason Benowitz Featured in Bloomberg "Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners" Published on June 8,...
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Best Buy earnings expected to fan inflation gloom gripping America’s retailers

Jason Benowitz Featured in Reuters "Best Buy earnings expected to fan inflation gloom gripping America's retailers " Published on  May...
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Best Buy sees bigger drop in annual sales on inflation hit

Jason Benowitz Featured in Reuters "Best Buy sees bigger drop in annual sales on inflation hit" Published on  May 24,...
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Tech Goes From Haven to Hazard as Investors Fear Recession

Jason Benowitz Featured in Bloomberg "Tech Goes From Haven to Hazard as Investors Fear Recession" Published on  April 7, 2022...
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Megacap Tech Stocks Still Have Lots of Fans After Historic Run

Published on Jan. 5, 2021 Jason Benowitz Featured in Bloomberg "Megacap Tech Stocks Still Have Lots of Fans After Historic...
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Roosevelt Investments