Manage for risk, returns can follow.

Roosevelt Investments Equity Strategies.

Preserve capital, generate income.

Roosevelt Investments Fixed Income Strategies.

A Balance of Our Equity and Fixed Income Solutions.

Roosevelt Investments Balanced Portfolio Strategies.

Client Service Comes First.

We view our clients as partners and seek to build long-standing relationships based on integrity, trust and high-quality service.

Rooted in a culture of compliance.

We are committed to delivering quality results with the highest level of transparency.

Welcome to Roosevelt Investments

Roosevelt Investments offers a range of proprietary domestic 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 families, and various institutional clients, including the Theodore Roosevelt Association.*

*It is not known whether the listed clients approve or disapprove of The Roosevelt Investments Group’s advisory services provided.

Investment Strategies and Research

To learn more, please hover over each section and click on the strategy you are interested in.

Literature Center

Current Views and Opinions

News and Recognition

CIP Quips

Quick Links

The Roosevelt Investment Group, LLC is an investment management firm that manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.