New York, New York – Roosevelt Investments, a boutique advisory firm with over 30 years of experience working with funeral and cemetery professionals, hosted a live video call on Wednesday, April 22nd where Jason Benowitz, CFA, Senior Portfolio Manager, discussed updates on the financial markets, the widespread effects of the COVID-19 pandemic, and answered questions live.

“With headlines about the COVID-19 pandemic and the financial markets changing daily, we want funeral and cemetery professionals to know that we’re committed to helping them navigate these challenging times,” said Adam Sheer, Co-CEO of Roosevelt Investments. “With all the uncertainty out there, we want to provide a little guidance when it comes to financial markets,” Sheer explained.

If you missed the live video call, but would like to view the recording, please email Corie Gabriel at [email protected]

About Roosevelt Investments
Roosevelt Investments is a privately held, boutique advisory firm located in Midtown Manhattan with more than 30 years of experience providing comprehensive financial planning and asset management services to cemeteries, funeral homes, and their owners. The firm offers investment strategies with a focus on maximizing income and an emphasis on downside protection. In addition to managing perpetual care and preneed trust assets, Roosevelt’s experienced team provides cemetery and funeral home owners with financial, estate, retirement, and succession planning services.

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