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:
Director of Private Client Group
Tel: (646) 452-6741
Current Views and Opinions
News and Recognition
- "Crown shareholders express patience amid activist pressure for fiber sale" Jason Benowitz's commentary featured in DealReporter
- September 2020 The Bulletin: "If the Tax Code Changes, Will You be Prepared?" by Corie Gabriel
- July 2020 Memento Mori: "Maximizing Income in a Perpetual Care Fund" by Adam Sheer