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At Roosevelt Investments, we are committed to providing our shareholders and Financial Advisors with high-quality service. We welcome your inquiries and look forward to addressing your questions.

Financial Advisor Inquiries

Sales Desk - 646.452.6742
Regional Directors - Click Here

Shareholder Inquiries

By Mail:
Roosevelt Multi-Cap Fund
c/o Huntington Asset Services, Inc.
P.O. Box 6110
Indianapolis, IN 46206-6110

By Overnight:
Roosevelt Multi-Cap Fund
c/o Huntington Asset Services, Inc.
2960 N. Meridian St. Suite 300
Indianapolis, IN 46208-4715

Shareholder Services - 877.322.0576

The Roosevelt Investment Group, Inc. is the adviser to the Roosevelt Multi-Cap Fund and is an independent investment management firm that manages a variety of equity, global fixed income, and balanced assets for primarily U.S. clients.

The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other information about the investment company and may be obtained by calling (877)-322-0576. The prospectus should be read carefully before investing. There is no guarantee the fund will achieve its stated investment objectives. The fund is distributed by Unified Financial Services, Inc., 2930 N. Meridian St. Suite 300, Indianapolis, IN 46208-4715 (Member FINRA).

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Financial Advisor Inquiries

Shareholder Inquiries

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