The Roosevelt Investment Group, LLC

The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin of Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc., which managed investment assets of individuals and endowments. The firm’s name was changed in 1993 to The Roosevelt Investment Group, Inc., which it retained in 2002 upon merging into Sheer Asset Management, Inc., an investment advisory firm founded by Arthur Sheer in 1990. In 2020, the firm’s name changed to The Roosevelt Investment Group, LLC, and it was acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp. Roosevelt Investments follows a long tradition of risk-conscious investing — we know preserving your wealth is just as important as growing it.

网站

https://www.rooseveltinvestments.com

The Roosevelt Investment Group, LLC的外部链接

所属行业

投资管理

规模

11-50 人

总部

NY，New York

类型

私人持股

创立

1971

领域

Asset Management、Investment Management、Wealth Management、Financial Planning、Retirement Planning、Estate Planning、Succession Planning、Wealth Planning、Funeral Services and Cemetery Trusts、Preneed Trusts、Perpetual Care Trusts和Endowment Care Trusts