A Message From Roosevelt Investments
Corie Gabriel and I are thrilled to represent Roosevelt Investments as the 2020 Funeral Home & Cemetery Management Program sponsor. With over 30 years of experience providing comprehensive financial planning and asset management services to funeral homes, cemeteries and their owners, Roosevelt Investments is proud to be a resource you can count on.
Roosevelt Investments is a privately held, boutique advisory firm located in Midtown Manhattan offering investment strategies with a focus on maximizing income and an emphasis on downside protection. In addition to managing perpetual care and preneed trust assets, Roosevelt's experienced team provides cemetery and funeral home owners with financial, estate , retirement, and succession planning services.
We look forward to getting to know everyone in the program over the course of the year. Please don’t hesitate to reach out to us if you have any questions or if you just want to say hello!
Nicki Price Adams
Marketing Manager, Private Client Group
Director, Private Client Group