Roosevelt Investments is now CI Roosevelt Private Wealth

Tech Goes From Haven to Hazard as Investors Fear Recession

Posted on April 7, 2022May 24, 2022 by Marketing

Jason Benowitz Featured in Bloomberg “Tech Goes From Haven to Hazard as Investors Fear Recession”

Published on April 7, 2022

“A recession doesn’t look imminent, but the recipe is there,” said Jason Benowitz, senior portfolio manager at Roosevelt Investment Group. “There are lots of reasons to be concerned and to think that maybe the rally we saw over the last two weeks wasn’t the start of a new market regime and instead more of an oversold bounce.”

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Roosevelt Investments' Advisory Fee Schedule

Investment Strategy	Annual Fee
Equity	1.00%
Balanced	0.85%
Fixed Income	0.65%

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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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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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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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¹Registration does not imply any level of skill or training. Additional information about us is available on the SEC’s website at www.adviserinfo.sec.gov.

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.

GIPS® is a registered trademark owned by the CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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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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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Roosevelt Investments is now CI Roosevelt Private Wealth

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Tech Goes From Haven to Hazard as Investors Fear Recession

Jason Benowitz Featured in Bloomberg “Tech Goes From Haven to Hazard as Investors Fear Recession”

Published on April 7, 2022

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