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


View More

Click Here

October 2023 | Equity Commentary

October 2023 | Equity Commentary   Published on November 11, 2023 Stocks posted their third consecutive month of negative performance...
Read More

Third Quarter 2023 | Fixed Income Commentary

Third Quarter 2023 | Fixed Income Commentary Published on October 24th, 2023   Fixed Income markets declined in the third...
Read More

September 2023 | Equity Commentary

September 2023 | Equity Commentary   Published on October 11, 2023 Equity markets behaved in September much like they did...
Read More

August 2023 | Equity Commentary

August 2023 | Equity Commentary   Published on September 21st, 2023 The S&P 500 retreated -1.6% in August, which we...
Read More

July 2023 | Equity Commentary

July 2023 | Equity Commentary   Published on August 16th, 2023 Last month we wrote about the U.S. economy staving...
Read More

Second Quarter 2023 | Fixed Income Commentary

Second Quarter 2023 | Fixed Income Commentary Published on July 27th, 2023 Investor concerns over “sticky” inflation persisted during the...
Read More

June 2023 | Equity Commentary

June 2023 | Equity Commentary Published on July 11th, 2023 Many economists have spent the past year anticipating a US...
Read More

May 2023 | Equity Commentary

May 2023 | Equity Commentary Published on June 13th, 2023 The debt ceiling debate featured prominently in financial headlines throughout...
Read More

April 2023 | Equity Commentary

April 2023 | Equity Commentary Published on May 12th, 2023 Stocks moved slightly higher in the month of April, with...
Read More

Banking Crisis, 2023 Edition: New Risks, But Important Offsets | Quarterly Conference Call

Banking Crisis, 2023 Edition: New Risks, But Important Offsets Recorded on May 4th, 2023 Robert Meyer, CFA, Senior Portfolio Manager,...
Read More

First Quarter 2023 | Fixed Income Commentary

First Quarter 2023 | Fixed Income Commentary Published on April 18th, 2023 The financial sector came under pressure in the...
Read More

March 2023 | Equity Commentary

March 2023 | Equity Commentary Published on April 11th, 2023 March’s financial news cycle was dominated by the high-profile failures...
Read More

Subscribe to Our Insights Today

Roosevelt Investments