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News & Recognition

February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet

February 2020 Vicki Fillet's Article in The Director:  "How Much Do You Really Need"

 

Source: The Director, a publication of the National Funeral Directors Association

January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet

January 2020 Vicki Fillet's Article in The Director:  "Decoding Succession and Exit Planning"

 

Source: The Director, a publication of the National Funeral Directors Association

December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript's article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”

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November 2019 The Director: "The SECURE Act - A Retirement Solution?" by Richard Konrad

November 2019 Richard Konrad's Article in The Director:  "The SECURE Act - A Retirement Solution?"

 

Source: The Director, a publication of the National Funeral Directors Association

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

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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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