Roosevelt Investments is now CI Roosevelt Private Wealth

RWM – Investment Management

What Our Clients Can Expect:


Asset Allocation

Asset Allocation

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.

See Our Strategies See Our Strategies Click Here

Active Management

Actice Management

Dedicated Point of Contact

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

Assets Held at Trusted Intuitions

Transparent Fees

Transparent Fees

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.

Best in Class Client Service

“In our view, outperforming over full market cycles is driven just as much by “what you keep” in turbulent periods as it is by “what you earn” in rising markets.”

John Roscoe, CFA, Chief Investment Officer

Insights

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April 2022 | Equity Commentary

April 2022 | Equity Commentary Published on May 6th, 2022 Market Overview The capital markets endured a difficult April. The...
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March 2022 | Equity Commentary

March 2022 | Equity Commentary Published on April 12th, 2022 Market Overview We believe the first quarter ended on a...
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Tech Goes From Haven to Hazard as Investors Fear Recession

Jason Benowitz Featured in Bloomberg "Tech Goes From Haven to Hazard as Investors Fear Recession" Published on  April 7, 2022...
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WATCH NOW: April 27th, 2022 – Inflation, Conflict, and Implications for the Capital Markets

April 27th, 2022 - Inflation, Conflict, and Implications for the Capital Markets Published on April 29, 2022 John Roscoe, CFA,...
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What Issues Should You Consider When Reviewing Your Investments?

What Issues Should You Consider When Reviewing Your Investments? Published on March 29th, 2022 Careful investment planning is essential, but...
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Can the Fed Land the Plane?

Can the Fed Land the Plane? Published on March 11th, 2022 We expect a tug of war between the economic...
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February 2022 | Equity Commentary

February 2022 | Equity Commentary Published on March 8th, 2022 Market Overview Market volatility continued in February, as uncertainty over...
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Putin Reveals His Hand

Putin Reveals His Hand Published on February 28th, 2022 Russian President Vladimir Putin finally revealed his hand and ordered the...
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Inflation and The Federal Reserve

Inflation and The Federal Reserve Published on February 14th, 2022 Overview Financial Market volatility continues in February, with significant drivers...
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January 2022 | Equity Commentary

January 2022 | Equity Commentary Published on February 8th, 2022 Market Overview Financial markets have been choppy to start the...
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Fourth Quarter 2021 | Fixed Income Commentary

Published on January 20th, 2022 Fourth Quarter 2021 | Fixed Income Commentary Market Overview The Current Income Portfolio declined 0.54%...
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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, Chief Investment...
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