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News & Recognition

"Crown shareholders express patience amid activist pressure for fiber sale" Jason Benowitz's commentary featured in DealReporter

August 2020 Jason Benowitz's commentary featured in Dealreporter:  "Crown shareholders express patience amid activist pressure fiber sale"

 

Source: Dealreporter, An Acuris company

September 2020 The Bulletin: "If the Tax Code Changes, Will You be Prepared?" by Corie Gabriel

September 2020 Corie Gabriel's Article in The Bulletin:  "If the Tax Code Changes, Will You be Prepared?"

 

Source: The Bulletin, a publication of Selected Independent Funeral Homes

July 2020 Memento Mori: "Maximizing Income in a Perpetual Care Fund" by Adam Sheer

July 2020 Adam Sheer's Article in Memento Mori:  "Maximizing Income in a Perpetual Care Fund"

 

Roosevelt Investments' Update on the Financial Markets & Economic Impact of COVID-19

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Please join us for a video call on Tuesday, July 28th at 12pm (ET). John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager, will discuss our thoughts on the financial markets, the evolving impact of the COVID-19 pandemic, and will answer your questions live. - Register Here

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July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director

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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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