Home

Click here to scroll down the page

Who We Serve

Individuals & Families

Individuals
& Families

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

Learn More
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.

Learn More
Funeral and Cemetery Professionals

Funeral
& Cemetery Professionals

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

Learn More

Throughout our history, Roosevelt Investments has 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.

Roosevelt Investments has 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, 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 Roosevelt Investments.

* 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 Roosevelt Investments.

* 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

Walmart veteran Biggs to step down as CFO next year

Published on Dec. 1, 2021 Jason Benowitz Featured in Reuters "Walmart veteran Biggs to step down as CFO next year"...
Read More

The Employment Landscape | Equity Commentary

The Employment Landscape | Equity Commentary Published on November 22nd, 2021 Overview The Federal Reserve estimates that 1.5 million more...
Read More

REGISTER NOW: Tim Hermann joins Kates-Boylston Publications for a Webinar “How to Navigate the Tax Landscape When Selling your Business and in Retirement”

Published on Nov. 18 2021 Kates-Boylston Publications Presents - How-To Webinar Series 2021 "How to Navigate the Tax Landscape When...
Read More

Here Are The Winners of Metaverse Buzz

Published on Nov. 15, 2021 Jason Benowitz Featured in Yahoo "Here Are The Winners of Metaverse Buzz" "Whatever the future...
Read More

Musk sells nearly $7 bln worth of Tesla shares this week

Published on Nov. 15, 2021 Jason Benowitz Featured in Reuters "Musk sells nearly $7 bln worth of Tesla shares this...
Read More

October 2021 | Equity Commentary

October 2021 | Equity Commentary Published on November 10th, 2021 Market Overview The U.S. equity market selloff was pronounced in...
Read More

Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks

Published on Nov. 4, 2021 Jason Benowitz Featured in Bloomberg "Micron Earnings to Shed Light on Rare Weak Spot in...
Read More

Short-Term Turbulence but Medium-Term Optimism: Our Thoughts Into Year End

Published on Oct. 15, 2021 October 14, 2021 - Short-Term Turbulence but Medium-Term Optimism: Our Thoughts Into Year End John...
Read More

September 2021 | Equity Commentary

September 2021 | Equity Commentary Published on October 6th, 2021 Market Overview September was a choppy month for stocks and...
Read More

September 2021 | Thoughts from our Equity Team

September 2021 | Thoughts from our Equity Team Published on September 28th, 2021 We believe the risk of a market...
Read More

August 2021 | Equity Commentary

August 2021 | Equity Commentary Published on September 8th, 2021 Market Overview The S&P 500 index rose about 3% in...
Read More

The Three Pillars of an Exit Plan – A Post-Pandemic Tune-Up

The Three Pillars of an Exit Plan – A Post-Pandemic Tune-Up Published on Aug. 25, 2021 Investors, businesses, and consumers...
Read More

Interested in Speaking With One of Our Professionals?

GET IN TOUCH
Roosevelt Investments