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

Decades of experience in managing investments for some of our country's most respected families.

Individuals and families are attracted to Roosevelt Investments because we have been protecting wealth and preserving legacies for generations.

Private Clients

At Roosevelt, we are proud of our history of serving some of America’s and Europe’s most prominent families and individuals.

We appreciate the privilege entrusted to us by our clients to manage their hard-earned wealth. As a privately held, unaffiliated boutique investment management firm, our interests are aligned with our clients. We embrace the importance of capital protection and strive to provide a variety of proprietary investment strategies that can deliver diversification and insulation from downside market volatility.

What Makes Us Distinct

Tradition: Our two founding firms, Roosevelt Investments and Sheer Asset Management, were built on a foundation of family strength, stability, and entrepreneurial spirit, and have a culture of risk-conscious investing.

A Collaborative Approach: The collective expertise and diverse backgrounds of our experienced personnel serve as the foundation of our long-standing success.

Service: We have a commitment to our clients to provide high quality client service based on integrity and built on trust.

For more information, please contact:

Corie Gabriel
Director of Private Client Group
Tel: (646) 452-6741

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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