Throughout our history, Roosevelt Investments has provided investment management services to various institutional investors, including foundations, endowments, pensions and Taft-Hartley clients.
We take great pride in providing risk-conscious investment strategies that complement the overall stewardship of the institution. We view our clients as partners and seek to build long-standing relationships rooted in integrity, trust and high-quality service.
Our Consultative Approach
Roosevelt’s team of Regional Directors establishes strong advisor and institutional relationships by offering a consultative approach to helping them meet their clients’ needs. This team averages over fifteen years of experience and is supported by a sophisticated internal sales force. They are available to provide updates on Roosevelt’s extensive selection of investment strategies. In addition, our client service team and portfolio managers work closely with clients to ensure that their Board and Investment Committees understand our investment process and its role within their diversified portfolio.
At Roosevelt, we understand that communication is critical to the success of any client partnership. To that end we stand committed to providing our proactive investment insight through in-person meetings, direct contact with our client service team, and through monthly and quarterly client publications. Decades of experience in managing investments across multiple market cycles have taught us the importance of quality client service. We take great pride in our firm’s intellectual capital and seek to communicate the insight of our investment professionals with our clients.
For More Information
We welcome the opportunity to learn more about your specific institution and its investment needs.
For more information, please contact:
James C. Rogers, CIMA®
Current Views and Opinions
News and Recognition
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”
- May 25, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”
- April 22, 2020: Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets