What Our Clients Can Expect:
We can custom-build portfolios to suit your specific needs
It starts with a conversation. We take time to understand your goals, your financial situation, how you think about investing, what you ultimately want for you and your family, and where you stand on risk. Every client is different, so getting to know you is of the utmost importance.
Our team of Chartered Financial Analyst® professionals and CERTIFIED FINANCIAL PLANNER™ professionals will closely review your financial situation and investment objectives.
We know the stock and bond markets are constantly changing. But over time, your goals, risk tolerance, and financial situation may change too. Active management means adjusting your portfolio so you’re always on track to meet your goals.
From a pure investment standpoint, our core focus is simple: maximize growth and income with an emphasis on downside protection.
Dedicated Point of Contact
At Roosevelt, you will always have a dedicated point of contact – a Wealth Advisor who knows you and your family by name, who takes time to learn your values and interests, and who gives you dedicated, personalized support.
We see our clients as long-term partners, not short-term customers.
We partner with well-known and trusted financial institutions to custody our clients’ assets. These institutions have long histories of securing client assets and providing Roosevelt with record-keeping, trading, and other custodial services.
Assets Held at Trusted Institutions
With Roosevelt, there are no hidden fees.
We usually charge fees based on the value of your assets managed. Our interests are aligned – when you do well, we do well. Your success is our success.
We do not earn commissions on trades and there are no other hidden or annual account fees. Transparency is crucial.
Every part of the investment process is important. But providing you the best client service possible may be the most important.
We manage virtually all aspects of the investment management process for our clients: account setup and transfers, active management, operational assistance when you need it, and regular updates on your portfolio and the market. You will always be informed.
Our goal is to be there when you need us and to always make you feel like a partner. We’re pursuing growth together.