• Tel: (646) 452-6700
  • US Toll-Free: (800) 829-4337

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 Industries

Roosevelt Investments has been providing customized investment management services designed to meet the life cycle needs of various funeral service and cemetery professionals since the early 1980s. Our industry knowledge, investment experience, and risk-oriented approach have helped these businesses to succeed. Today, the firm is an active contributor to industry publications, most notably the Memorial Business Journal and Pennsylvania Cemetery Cremation and Funeral Association’s Keynews.

Our knowledge of the funeral service and cemetery industries, which includes cemetery and funeral home operators, has been acquired over three decades. We understand, for example, that some cemetery providers in the early stages of development may need to grow capital in order to meet property expansion goals. Or late-stage cemetery providers may primarily desire income generation in order to support maintenance and preservation objectives. Similarly, funeral home operators may require investment management of assets derived from prepaid funerals. And regardless of life cycle stage, we have learned from experience to expect that each operator will have its own tolerance for risk-taking. Together, we work closely with our death care partners to best define an investment approach that is well-suited to their specific objectives.

Funeral Service and Cemetery Industry Article Archives »

We welcome the opportunity to learn more about your investment needs and
discuss our approach.

For more information, please contact:

Corie Gabriel
Director of Private Client Group
Tel: (646) 452-6741

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 our Form CRS, Form ADV Part 2A and our Privacy Policy.

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