Roosevelt Investments, a boutique advisory firm with over 30 years of experience working with funeral and cemetery professionals, will host its next live video call on Tuesday, July 28th at 12pm (ET). John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager, will discuss our thoughts on the financial markets, the evolving impact of the COVID-19 pandemic, and will answer your questions live.
The video call will be moderated by Nicki Price Adams, Marketing Manager of the Private Client Group, and will be hosted on the Zoom webinar platform. Click here to register. Can’t attend live? Register anyway, and we’ll send you an email with the video recording.
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.
For more information, visit www.rooseveltinvestments.com.