The Roosevelt Investment Group, LLC

The Roosevelt Investment Group, LLC is an investment management firm specializing in tailored asset management services for institutional and individual investors, focusing on data-driven approaches to optimize investment outcomes. The Roosevelt Investment Group, LLC is a New York-based investment management firm founded in 1971. The firm operates by focusing on asset management services and has been involved in 1 total deal, with its most recent transaction occurring on November 11, 2020, when CI Financial Corp. acquired the company.

The firm’s leadership includes CEOs Adam Sheer and David Sheer, who guide its operations and strategic direction. Roosevelt Investments, now integrated with CI Segall Bryant & Hamill Asset Management, offers a comprehensive range of investment management services tailored to institutional and individual investors. Their core services include asset allocation, portfolio management, and financial advisory, designed to meet the diverse needs of their clientele. The firm employs a data-driven investment approach to optimize returns while managing risk, catering to a wide array of clients including pension funds, endowments, foundations, and high-net-worth individuals.

Roosevelt Investments primarily operates in the United States and has expanded its reach into markets in Europe and Asia, focusing on delivering customized solutions that address specific investment challenges. The firm’s approach emphasizes building long-term relationships with clients, ensuring they receive personalized service and access to a broad spectrum of investment vehicles. Roosevelt Investments generates revenue through its asset management services, which typically include management fees calculated as a percentage of assets under management (AUM) and performance fees based on investment results. Clients engage in business transactions through direct partnerships, where firms may enter into agreements for asset management services, often structured on a fee-only basis.

The firm provides various pricing plans that align with the scale of investment and the services rendered, which can vary depending on the complexity of the portfolio managed. The revenue model is designed to incentivize performance, aligning the interests of the firm with those of its clients. By focusing on institutional clients and high-net-worth individuals, Roosevelt Investments positions itself to develop tailored investment strategies that drive both client satisfaction and business growth. Following the acquisition by CI Financial Corp.

in December 2020, Roosevelt Investment Group plans to leverage its new partnership to enhance its product offerings and expand its market reach. The firm is focused on developing new investment products tailored to emerging market demands and aims to enter new geographic regions in Europe and Asia by 2023. The capital from the acquisition will support these initiatives and enable the firm to enhance its operational capabilities and client services.