The Roosevelt Investment Group, now known as CI Roosevelt Private Wealth, has a rich history dating back to 1971 when it was founded by P. James Roosevelt with a focus on integrity, trust, and stability. Over the years, the firm has evolved to become a leading wealth management company, serving individuals, families, institutional investors, and professionals in the funeral and cemetery business with customized wealth plans and a core focus on risk management.
With nearly 50 years of experience, CI Roosevelt Private Wealth is dedicated to managing and protecting the wealth of its clients, including prominent families like the Roosevelts, through long-term stewardship and exceptional client service. The firm's commitment to integrity and trust has solidified its reputation as a trusted partner in building and preserving legacies for generations to come.
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