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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.

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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, 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

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Published on Jul. 6, 2021 Jason Benowitz Featured in Bloomberg "Corporate Buybacks Gain Steam With Banks Poised to Boost Buying"...
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May 2021 | Equity Commentary

Published on June 2nd, 2021 May 2021 | Equity Commentary Marketing Overview U.S. equity markets moved slightly higher in May...
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7 Financial Planning Lessons for Life Following COVID-19

Published on May. 25, 2021 April 2021: American Funeral Director "7 Financial Planning Lessons for Life Following COVID-19" by Tim...
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The Great Inflation Debate

The Great Inflation Debate Published on May 17th, 2021 The S&P 500 declined 4.0% from May 10 to May 12,...
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April 2021 | Equity Commentary

Published on May 10th, 2021 April 2021 | Equity Commentary Market Overview The good news continued in April, with the...
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