Roosevelt Investments is now CI Roosevelt Private Wealth

Walmart veteran Biggs to step down as CFO next year

Posted on December 1, 2021 by Marketing

Published on Dec. 1, 2021

Jason Benowitz Featured in Reuters “Walmart veteran Biggs to step down as CFO next year”

“Bret Biggs was a candidate to ultimately succeed Doug McMillon as CEO, given his long tenure at the company and broad experience across business units and functions outside of finance,” “However, we expect McMillon to serve many more years at the helm,” said Jason Benowitz, senior portfolio manager at Roosevelt Investment Group.

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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.

This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice. This does not constitute an offer to provide any services, nor a solicitation to purchase securities. The contents are not intended to be advice tailored to any particular person or situation. We believe the information provided is accurate and reliable, but do not warrant it as to completeness or accuracy. This information may include opinions or forecasts, including investment strategies and economic and market conditions; however, there is no guarantee that such opinions or forecasts will prove to be correct, and they also may change without notice. We encourage you to speak with a qualified professional regarding your scenario and the then-current applicable laws and rules.

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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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Roosevelt Investments is now CI Roosevelt Private Wealth

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Walmart veteran Biggs to step down as CFO next year

Published on Dec. 1, 2021

Jason Benowitz Featured in Reuters “Walmart veteran Biggs to step down as CFO next year”

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