Roosevelt Investment Group

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570 Lexington Ave Rm 1800
New York, NY 10022
+1 (646) 452-6700
https://rooseveltinvestments.com

The Roosevelt Investment Group, now known as CI Roosevelt Private Wealth, is a New York-based wealth management firm with over 50 years of experience in building and managing customized wealth plans for individuals, families, institutional investors, and funeral and cemetery professionals. They prioritize risk management and long-term capital protection, aiming to grow and protect wealth while preserving legacies for future generations.

Founded in 1971 by P. James Roosevelt, cousin of President Theodore Roosevelt, the firm embodies values of integrity, trust, and stability. In 2020, The Roosevelt Investment Group merged with Sheer Asset Management and was subsequently acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp. Today, CI Roosevelt Private Wealth continues to manage wealth with integrity, trust, and exceptional client service, serving as long-term partners in their clients' growth and success.

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