• Tel: (646) 452-6700
  • US Toll-Free: (800) 829-4337

As a boutique investment firm, we understand the value of hands-on client service.

We work with our Financial Advisor partners to achieve success together.

Financial Advisors

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 internalsales@rooseveltinvestments.com.

For more information on regional sales coverage or selling agreements, please contact:

Sales Desk
Tel:(646) 452-6742

The Roosevelt Investment Group, LLC is an investment management firm that manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

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