Roosevelt Investments is now CI Roosevelt Private Wealth

Update on Financial Markets – Investing Into Year End and Initial Thoughts on 2021

Posted on October 15, 2020March 9, 2021 by Nicki Adams

Published on Oct. 15, 2020

October 15, 2020: Update on Financial Markets – Investing Into Year End and Initial Thoughts on 2021

Jason Benowitz, CFA, Senior Portfolio Manager and Sean Sokolowski, Investment Counselor, sit down to discuss Roosevelt Investments’ thoughts on:

Update: financial markets
COVID-19: lockdown, reopening, and second wave risk
U.S. Election: the run up and the aftermath
Fed Policy: from crisis management to recovery support

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Roosevelt Investments' Advisory Fee Schedule

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

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.

Copyright© 2022. All rights reserved.

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright© 2022. All rights reserved.

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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright© 2022. All rights reserved.

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. CIPM is a registered trademark owned by CFA Institute. CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright© 2022. All rights reserved.

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.

Copyright© 2022. All rights reserved.

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.

Copyright© 2022. All rights reserved.

The Roosevelt Investment Group, LLC does not provide tax or legal advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction.

All expressions of opinion reflect the judgment of The Roosevelt Investment Group, LLC at this time and are subject to change. This material is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Information has been obtained from sources considered reliable, but we do not guarantee that the material presented is accurate or that it provides a complete description of the securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 646-452-6700 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions, or if you would like to request a copy of our Code of Ethics. Additionally, we recommend you compare your accounts statements from The Roosevelt Investment Group, LLC with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.

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.

Copyright© 2022. All rights reserved.

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