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

Investment Strategies that complement the overall stewardship of the institution.

We offer our institutional investors access to a range of equity and fixed income strategies, all guided by our risk-oriented approach.

Institutional Investors

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.

Ongoing Communication

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®
(646) 452-6714

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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