A C OMMITMENT TO R ISK M ANAGEMENT
Roosevelt Investments Congratulates Tinicum Park Polo Club on their 28th Season!
Theodore Roosevelt The 26th President of the United States
Roosevelt Investments traces its roots back to 1971 when P. James Roosevelt, a cousin of former President Theodore Roosevelt, founded the investment advisory firm, P. James Roosevelt, Inc. In 2002, it then merged into Sheer Asset Management, Inc.The merger represented the joining of two investment firms with similar history and values. Today, Roosevelt Investments continues to manage money for several members of the Roosevelt family and the Theodore Roosevelt Association*, as well as many other high net worth families, and institutional clients. Roosevelt is also one of the few investment advisors with specialized funeral services and cemetery knowledge; providing investment management and full wealth management services.
Corie Gabriel |(646) 425-6741|CGabriel@RooseveltInvestments.com
570 Lexington Ave. | Suite 1800 | New York, NY 10022 | (646) 452-6700
Copyright© 2019. All rights reserved. *The Roosevelt Investment Group, LLC 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 the Form ADV Part 2A and our Privacy Policy. It is not known whether the listed clients approve or disapprove of The Roosevelt Investments Group’s advisory services provided.
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