The Roosevelt Investment Group, LLC

The Roosevelt Investment Group, LLC is an advisory firm located in midtown Manhattan providing comprehensive investment management and financial planning services. It dates back to 1971 when P. James Roosevelt, a cousin of President Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc. To this day, The Roosevelt Investment Group, LLC manages the investment assets of the Theodore Roosevelt Association in addition to several members of the Roosevelt family.* Throughout our history, Roosevelt Investments has provided investment management services to a wide spectrum of prominent families, high net worth individuals, foundations, endowments, various institutional clients, and funeral and cemetery professionals and their businesses. We take great pride in providing a variety of risk-conscious investment strategies. We view our clients as partners and seek to build long-standing relationships rooted in integrity, trust and high-quality service. *Does not represent client endorsement or reference.