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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

June 11, 2010: Current Market View Remains in a Modest Recovery Phase

In this commentary we discuss our current market views. Our base case scenario is that the domestic economy is in the midst of a self-sustaining, albeit modest, recovery phase. Two major risk factors which could derail the... Read more »

June 8, 2010: Equity Outlook For Continued Recovery Remains Unchanged

Despite what was a very volatile month for equities and the worst May for the Dow in 70 years, our base case outlook for the US economy remains unchanged. While the May employment report (published by the Labor department in... Read more »

The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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