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The Roosevelt Investment Group

About The Roosevelt Investment Group

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 Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc., which managed investment assets of individuals and endowments.

Min project size

50,000+

Hourly rate

50 / hr

Employees

13

Locations

United States

Year founded

Founded 1971

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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