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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

Trauma of the Tape

Grim, choppy, and sloppy, it is certainly a time of transition. In the U.S., we are anticipating a new government, with all the uncertainties that brings. China is amidst an economic conversion. Technology and shifting global... Read more »

A Bleak Start, But Reasons for Optimism

The S&P 500 endured its worst-ever first five trading days to start a year, declining by about 6% and falling into correction territory for the second time since last August. With the correlation between stocks and oil prices... 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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