Where Our Strategies Are Available
Roosevelt’s investment strategies are available on various SMA platforms at leading broker/dealers and financial planning firms. If you have any questions, please contact our Sales Desk.
We Are Here to Help
Roosevelt Investments’ ongoing strength and success is driven by collaboration and teamwork. Our success is driven by our leaders, and by our people.
Our team of experienced professionals come from diverse backgrounds, and we all bring unique perspectives and intellectual capital to the table. We adhere to the same Code of Ethics, and we hold each other accountable to embody the values set by our founders—honesty, integrity, and trust.
James Rogers, CIMA®
President, National Sales Manager
Director of Marketing
For more information on sales coverage or selling agreements: