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News & Recognition

May 2019 The Director: "Charting the Course" by Vicki Fillet

May 2019 Vicki Fillet's Article in The Director:  "Charting the Course"


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

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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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