Since our origins as the advisory firm of P. James Roosevelt, Inc., which began in 1971, we have been privileged to manage the inv...
Keywords: the roosevelt, domestic equity, International Equity, david sheer, roosevelt investments, fixed income and balanced investment strategies
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Since our origins as the advisory firm of P. James Roosevelt, Inc., which began in 1971, we have been privileged to manage the investment assets for prominent U.S. and European families, and various i...
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