New York, NY — 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, January 21st at 12pm (ET).

John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager, will discuss:

  • An Overview: Looking back at 2020 and an early outlook on the economy and markets in 2021 
  • U.S. Election: Ramifications for stocks and bonds
  • Covid-19: An update on our thoughts

John 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

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