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 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, 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.

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

WATCH NOW – 2022 Outlook: The Year of Normalization

Published on Jan. 20, 2022 January 19th, 2021 - 2022 Outlook: The Year of Normalization     John Roscoe, CFA,...
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December 2021 | Equity Commentary

December 2021 | Equity Commentary Published on January 10th, 2022 Market Overview Rapidly rising cases of the Omicron variant did...
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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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WATCH NOW: Kates-Boylston Webinar “How to Navigate the Tax Landscape When Selling your Business and in Retirement”

Published on Dec. 9, 2021 WATCH NOW: Kates-Boylston Publications Presents - How-To Webinar Series 2021 "How to Navigate the Tax...
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Yield Generating Considerations for Year-End

Yield Generating Considerations for Year-End Published on December 10th, 2021 Overview As we speak to our clients, one of the...
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November 2021 | Equity Commentary

November 2021 | Equity Commentary Published on December 7th, 2021 Market Overview U.S. equities continued to rally in early November...
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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"...
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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...
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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...
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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...
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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...
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October 2021 | Equity Commentary

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