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A legacy of success. A tradition of excellence.

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News & Recognition

April 12, 2018: Jason Benowitz, CFA appeared on NASDAQ

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Allergan’s Stock Is Headed for a Face-Lift

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Kraft Heinz launches incubator for 'disruptive' food startups

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March 2, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network

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January 19, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network

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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 domestic equity, international equity, domestic fixed income, global 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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