Roosevelt Investment Group, Inc.
The Roosevelt Investment Group, Inc. (Roosevelt Investments) is a privately held, unaffiliated boutique advisory firm located in midtown Manhattan offering a range of proprietary domestic equity, fixed income and balanced investment strategies to a wide spectrum of prominent families, funeral homes, cemeteries, death care professionals and various institutional clients. The firm has provided solutions for the death care profession for more than 25 years and advises on over $2 billion in assets.
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
• Free retirement planning
• 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.