Roosevelt Investments is privileged to work with many financial advisors throughout the country who have selected Roosevelt to manage their client portfolios.
We appreciate their trust in us and understand that they need to partner with experienced client service professionals in order to support long-term, successful client relationships. Our goal is to share timely insight on our investment strategies to provide our financial advisor partners with the confidence and assurance necessary to recommend a Roosevelt managed product to their clients.
Meet Our Team
To provide quality client service, Roosevelt has a team of Regional Directors that cover specific territories throughout the country and are supported by a team of internal representatives available to address any product or platform-related inquiry. Click here to meet our Sales & Marketing Team.
How We Work Together
We understand that the investment landscape is constantly changing. We believe it is our responsibility to proactively communicate market perspective and timely insight on Roosevelt managed products with our financial advisor partners. Please visit our Current Views and Opinions to read our recent posts on product updates and market thoughts. For a complete list of our current marketing materials and product updates, please visit our Literature Center.
Where We Are Available
Roosevelt’s investment strategies are available on various SMA platforms at leading broker/dealers and financial planning firms. For a complete list, please contact our Sales Desk at (646) 452-6742 or at email@example.com.
For more information on regional sales coverage or selling agreements, please contact:
News and Recognition
- February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet
- January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet
- 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”