Roosevelt Investments, a boutique wealth management firm with 50 years of experience working with funeral and cemetery professionals, will host its next live video call on Thursday, April 15th at 12pm (ET).

Jason Benowitz, CFA, CMT, Senior Portfolio Manager and Richard Konrad, CFA, CFP, Director of Value Strategy, will discuss:

  • Covid-19: the light at the end of the tunnel grows brighter
  • Fiscal Policy: short-term support and long-term debate
  • Interest Rates: you can have too much of a good thing

Jason and Richard will also answer registrants’ questions live.

The video call will be moderated by Sean Sokolowski, Investment Counselor in the Private Client Group at Roosevelt Investments, and will be hosted on the Zoom Webinar platform. Click here to register. Can’t attend live? Register anyway, and we will send an email with a link to the video recording.


About Roosevelt Investments

Roosevelt Investments is a boutique wealth management firm located in Midtown Manhattan with 50 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 homeowners with financial, estate, retirement, succession, and exit planning services.

For more information, visit www.rooseveltinvestments.com.