Roosevelt Investment Group, Inc.
Roosevelt Investments is a privately held, unaffiliated boutique advisory firm located in midtown Manhattan providing comprehensive financial planning and investment management services throughout the funeral services and cemetery professions for more than 25 years and advises on over $2 billion in assets.
The firm offers a range of proprietary equity, fixed income and balanced investment strategies to a wide spectrum of families, high net worth individuals, various institutional clients, and funeral and cemetery professionals and their businesses.
In addition to assisting its clients with wealth and investment management, Roosevelt’s experienced team provides funeral home owners with critical financial, estate, retirement, and succession planning services.
Roosevelt Investments offers benefits to Selected members, including:
• A discount of 20% off our stated fee based on the investment
•10% discount on comprehensive financial plans
•Free counseling on financing, valuation, mergers, and acquisitions
For additional information, including other benefits offered to Selected members, contact Corie Gabriel at (646) 452-6741 or by email.