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MFWire: Roosevelt Investments
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Roosevelt Investment Group
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317 Madison Avenue
Suite 1004
New York, NY 10017
Google Maps
Contact
Main Phone: 646-452-6700
Web Site:
http://www.rooseveltinvestments.com/
Mutual Fund Brand(s)
Roosevelt Investments
Research Links
SEC Fund Filings by CIK
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Background:
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Arthur Sheer founded Sheer Asset Managemet in 1990. In 2002, Sheer purchased Roosevelt Investment Group, which had been founded by President Theodore Roosevelt's cousin, J. James Roosevelt, in 1971. Sheer Asset Management then adopted the Roosevelt name.
In July, 2010 the firm rebranded to Roosevelt Investments.
Roosevelt is the advisor to the Roosevelt Multi Cap Fund.
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Sponsored Opportunities
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Key People:
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Arthur Sheer
Chairman, CEO and CIO, Roosevelt Investments | Adam Sheer
President, Roosevelt Investments | David Sheer
CFO, Roosvelt Investments | Jim Rogers
President, The Roosevelt Investment Group | Steven Weiss
General Counsel, Chief Administrative Officer and Chief Compliance Officer, Roosevelt Investments | David Chalfin
Managing Director, Strategic Planning/Corporate Development, Roosevelt Investments |
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