What Our Clients in the Funeral Service &
Cemetery Profession Can Expect:
We build investment portfolios to suit your specific needs.
1. It starts with a conversation. We take time to understand
Every client is different, so getting to know you is of the utmost importance.
2. Our team of Chartered Financial Analyst® professionals and CERTIFIED FINANCIAL PLANNER™ professionals will closely review the interplay between your financial situation, your investment objectives, your tolerance for risk, and your goals for the funeral or cemetery business (if you’re an owner or executive) From there, we’ll determine an asset allocation we think will provide you and your family the best chance of reaching your goals.
The financial markets change, the funeral service and cemetery profession changes, and over time, your goals, risk tolerance, and financial situation will likely change too. We stay in close touch with you to understand your needs, and we actively manage your portfolio to keep you on track to meet your goals.
We invest with unwavering dedication to managing risk, growing and protecting wealth, and preserving legacies for generations.
Dedicated Point of Contact
At Roosevelt, you will always have a dedicated point of contact – a Wealth Advisor who understands the funeral service and cemetery profession, who knows you and your family by name, who takes time to learn your values and interests, and who gives you dedicated, personalized support.
We see our clients as long-term partners, not short-term customers.
Assets Held at Trusted Institutions
We partner with well-known and trusted financial institutions to custody our clients’ assets. These institutions have long histories of securing client assets and providing Roosevelt with record-keeping, trading, and other custodial services.
With Roosevelt, there are no hidden fees.
We generally charge fees based on the value of your assets managed. Our interests are aligned – when you do well, we do well. Your success is our success.
We do not earn commissions on trades, and there are no other hidden or annual account fees. Transparency is crucial.
Best in Class Client Service
Every part of the investment process is important. But providing you the best client service possible may be the most important.
Roosevelt’s clients have virtually all aspects of the investment management process managed for them: account setup and transfers, active management, operational assistance when you need it, and regular updates on your portfolio and the market. You will always be informed.
Our goal is to be there when you need us and to always make you feel like a partner.
We’re pursuing growth together.