We started managing assets for Youngs Memorial Cemetery* – where Teddy Roosevelt is buried – 50 years ago. Our commitment to the funeral service and cemetery profession has only grown since then.
We work with funeral service and cemetery owners on a personal and professional basis when it comes to financial planning. We can also provide solutions for your perpetual care, preneed, and merchandise trust funds by customizing a strategy, helping you develop an Investment Policy Statement and managing investments based on your specific goals, risk tolerance, and state regulations.
Above all, Roosevelt Investments follows a long tradition of risk-conscious investing — we know preserving your wealth is just as important as growing it.*Does not represent client endorsement or reference.
We understand the challenges and hard work required to run a successful funeral home and/or cemetery business. Our goal is to make sure you keep the value and wealth you’ve worked hard to create.
We help our clients pursue long-term wealth goals. We know preserving your wealth is just as important as growing it.