THE ROOSEVELT INVESTMENT GROUP
Roosevelt Investments offers a range of proprietary domestic equity, fixed income and balanced investment strategies to a wide spectrum of individual and institutional clients.
THE ROOSEVELT INVESTMENT GROUP
Industry:
Asset Management Financial Services
Founded:
1971-01-01
Status:
Active
Contact:
(800) 829-4337
Technology used in webpage:
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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 ...See details»
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Nov 11, 2020 CI Financial Corp. (TSX: CIX) announced it has agreed to acquire The Roosevelt Investment Group, Inc., a New York-based wealth management firm.See details»
The Roosevelt Investment Group, LLC Information
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, …See details»
The Roosevelt Investment Group acquired by CI Financial
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