Welcome to Roosevelt Investments &
the Roosevelt Multi-Cap Fund

At Roosevelt Investments, we manage for risk. Well-defined risk management principles guide the Roosevelt Multi-Cap Fund's investment strategy through all market cycles. We employ an investment process that breaks away from the traditional mold of style box investing and embraces a thematic investment approach. We believe this flexibility provides the latitude to identify market inefficiencies and aim to capitalize on sustainable, long-term growth investments, regardless of economic conditions. We recognize that value is not only created by outperforming in positive markets, but also by protecting capital in down periods.

Since our origins as the advisory firm of P. James Roosevelt, Inc., which began in 1971, we have been privileged to manage investment assets for prominent U.S. and European families, and various institutional clients, including the Theodore Roosevelt Association. We take this responsibility very seriously and are humbled by the role our clients and institutional partners have entrusted to us.

We invite you to learn more about Roosevelt Investments and the Roosevelt Multi-Cap Fund. I welcome your inquiries as you visit the site. I am proud of our history, the work of our investment team, and our firm's commitment to high quality client service.

Thank you for your interest.


Adam J. Sheer
Co-Chairman, Co-Chief Executive Officer
Roosevelt Investments

Literature Center

Regulatory Documents – For XBRL filings please click here. 

FINRA's BrokerCheck

Check the background of Unified Financial Securities, LLC., Roosevelt Multi-Cap Fund's distributor, on ‚ÄčFINRA's BrokerCheck.


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