NEW YORK, March 19, 2019 /PRNewswire/ -- Adam Sheer,
Co-Chief Executive Officer of The Roosevelt Investment Group, Inc.
(Roosevelt Investments) and Daniel
Isard, Managing Partner of The Foresight Companies,
announced today they have entered into an agreement to provide
support to each other's clients and to jointly market to the
funeral and cemetery professions.
"I am thrilled that Roosevelt Investments will be collaborating
with The Foresight Companies to provide additional value added
services for our clients," said Adam
Sheer. "Many wealth managers claim to provide comprehensive
planning, but only advise clients on their liquid wealth which, in
the case of a funeral home owner or cemeterian, pales in comparison
to the true value of their business. Through our new
collaboration, our ability to refer clients to The Foresight
Companies for M&A services, valuations, accounting and human
resource consulting will allow us to offer truly comprehensive
planning. Additionally, we are honored to work with, and
learn from, two industry icons and thought leaders, Dan Isard and Doug
Gober and the entire Foresight team."
"Our company has continued to evolve for over the past four
decades. We continually strive to find innovative services
that our clients need. We identified that we needed a company
to refer our clients to that reflects our values in how we treat
our clients and provides solutions to meet their additional needs,
Isard stated. "Almost 20 years ago I spoke with Adam as he
expressed his desire to have a greater presence in the funeral and
cemetery worlds. After months of due diligence on both sides,
we have concluded that Roosevelt Investments is the company we need
to align with," Dan added.
The Foresight Companies, LLC. is located in Phoenix, AZ, with offices in Louisiana and Oklahoma. The Foresight
Companies, LLC. is the premier provider of integrated financial and
management consulting services including valuations, accounting,
family transition, strategic planning, merger, acquisition, and
financing.
"I began working with Roosevelt after I first met Adam at the
Death Care Management Conference and have respected their
contributions to that annual event. I am even more excited to have
them take care of our clients' needs for the future," said
Doug Gober, Partner of
Foresight.
Foresight Roosevelt Wealth Management aims to reinvent financial
planning. We will provide holistic resources for business
management, personal wealth investment, asset protection, business
succession and estate planning. No matter the age of the
client, we can help them craft an individualized plan to seek
financial independence upon retirement or if they die or become
disabled before retirement. The power of our alignment has
not existed for the service of business owners in the funeral
service and cemetery professions.
For interview requests of Adam, Dan, or Doug please contact
Mike Miranda at 646-452-6707.
About Roosevelt Investments
The Roosevelt Investment Group Inc. (Roosevelt Investments) is a
privately held, unaffiliated boutique advisory firm located in
midtown Manhattan and traces its
roots back to 1971, when P. James
Roosevelt, a cousin of former President Theodore Roosevelt, founded the investment
advisory firm. The firm has been providing comprehensive financial
planning and investment management services throughout the death
care profession for more than 25 years.
The firm offers a range of proprietary equity, fixed income and
balanced investment strategies to a wide spectrum of prominent
families, high net-worth individuals, various institutional
clients, and funeral and cemetery professionals and their
businesses throughout North
America.
Roosevelt presently advises on approximately $2.3 billion in assets (consisting of
approximately $2.2 billion in assets
under management and approximately $67
million in programs where it supplies an investment model)
as of February 28, 2019.1
Of those assets under management, about $306
million come from working with funeral homes, cemeteries,
and their owners.
1Assets under advisement figures for 02/28/2019 (and as incorporated into total firm
assets for 02/28/2019) exclude assets under advisement from a
model-based program that Roosevelt's All Cap Core Equity Strategy
participates in. The program sponsor has not yet provided Roosevelt
with these asset figures for 02/28/2019.
Contact
To learn more, please contact:
Michael Miranda, Director of
Marketing
730 Third Avenue, 23rd Floor
New York, New York 10017
P: (646) 452-6707
Email: mmiranda@rooseveltinvestments.com
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SOURCE The Roosevelt Investment Group