Investment Strategies that complement the overall stewardship of the institution.

We offer our institutional investors access to a range of equity and fixed income strategies, all guided by our risk-oriented approach.

Funeral Service & Cemetery Industry Article Archives

February 9, 2017: “An Analysis of Fixed Income Markets” – Memorial Business Journal – Read More

January 19, 2017: “Post-election 2016: A Guide to the Markets” – Memorial Business Journal – Read More

January 12, 2017: “Impact of the Election on Financial Markets” – Memorial Business Journal – Read More

July 7, 2016: “How This Year’s Election Could Affect Your Investments” – Memorial Business Journal – Read More

December 10, 2010: Portfolio Manager John Roscoe explains the importance of sticking with an investment strategy even through turbulent economic times. In the article, Roscoe describes how investors often react emotionally during extreme market swings, causing them to lose far more money than they would have had they waited calmly on the sidelines. "Sticking to a well-crafted asset allocation strategy formed ahead of time will help you avoid reacting in an emotional and perhaps irrational manner when the markets go awry – as they most certainly will again at some point in the future," Roscoe states. ICCFA Magazine - Read more

December 10, 2010: Roosevelt Investments discusses the latest developments in monetary and fiscal policy, including the Federal Reserve's recent move to jumpstart the economy through quantitative easing. By flooding the economy with more cash, the Fed believes it will help create jobs and improve economic activity. Roosevelt Investments tends to agree, saying that the latest round of quantitative easing should "continue to exert its beneficial effect upon equity prices, interest rates, inflation expectations, and the value of the dollar." PCCFA Keynews - Read more

April 29, 2010: "Action Item: Economic Progress, Operating Efficiencies Suggest Strong Bottom Line Results for Investors"- Memorial Business Journal - Read more

January 28, 2010: "Action Item: Foreign Investments,With economic indicators pointing toward recovery, growth opportunities can be found in global markets" - Read more

December 2010: December 2009 "Financial Urnings"- PCCFA Keynews - Read more

October 2009: "Getting in Front of the Curve: V's, W's, and Square Roots - Symbols of Economic Recovery And How to Use Them to Your Financial Advantage" - Read more

August 2009: "Financial Urnings"- PCCFA Keynews - Read more

April 2009: "Financial Urnings"- PCCFA Keynews - Read more

Current Views and Opinions

News and Recognition

Quick Links

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.

Please remember that in order to invest you must first read and understand the Form ADV Part 2A and our Privacy Policy.