“There is more to Investment Management than filling out a Risk Questionnaire”

Full Service Investment Management

Roosevelt Wealth Management offers a range of proprietary equity, fixed income and balanced investment strategies to a wide spectrum of individual and institutional clients. Since our origins as the advisory firm of P. James Roosevelt, Inc., which began in 1971, we have been privileged to manage the investment assets for prominent families, and various institutional clients, including the Theodore Roosevelt Association.

Your assets are custodied at a qualified custodian, so there is complete transparency and disclosure. They are managed in Separately Managed Accounts where your individual investment criteria can be taken into account.