Roosevelt Investments Expands Fixed Income Offering and Announces Senior Addition to Portfolio Team

NEW YORK, Oct. 13, 2011 /PRNewswire/ -- The Roosevelt Investment Group, Inc. (Roosevelt), a multi-billion dollar risk-conscious asset manager, has announced the launch of additional strategies to its fixed income product offerings and the hire of Howard S. Potter, a senior fixed income portfolio manager with over 30 years of experience.  Mr. Potter was most recently an Executive Vice President and Senior Fixed Income Manager at Capstone Asset Management Company in Houston.

"We are delighted to expand our fixed income offerings to meet the income needs of our growing financial advisor network," said James C. Rogers, CIMA®, Managing Director and National Sales Manager. "We see tremendous interest by financial advisors in fixed income strategies that focus on quality holdings and lower risk. Our expanded fixed income offering includes several distinct investment grade portfolios that vary in composition and maturity.  These strategies, along with our long-standing global enhanced fixed income strategy, will enable advisors to more fully utilize Roosevelt for their clients' income needs. These strategies are available through our separately managed account program as well as our mutual fund," concluded Mr. Rogers.

"The addition of Howard Potter increases the depth of our experienced portfolio management team, and we are pleased that he will lead additional time-tested strategies under the Roosevelt brand," stated Adam J. Sheer, President.  "Mr. Potter is widely recognized in the industry for his risk-averse portfolio approach.  He is a perfect complement to Roosevelt's seven person investment team and our risk-conscious philosophy," concluded Mr. Sheer.

About Roosevelt Investments

Headquartered in New York City, Roosevelt manages assets for institutions, foundations, endowments, and high net worth individuals.  With over $5 billion in assets under advisement as of June 30, 2011 (consisting of approximately $3.9 billion under management and approximately $1.4 billion in programs where Roosevelt only supplies an investment model), Roosevelt manages several equity and fixed income strategies, including its All-Cap Core Equity Strategy and Global Enhanced Fixed Income Strategy.

About Howard S. Potter

An industry veteran of over 30 years, Mr. Potter joins Roosevelt as a senior member of the portfolio management team where he will focus his efforts on leading additional time-tested and risk-conscious fixed income strategies under the Roosevelt brand.  Previously, Mr. Potter was an Executive Vice President and Senior Fixed Income Manager at Capstone Asset Management Company and managed in excess of $1 billion in fixed income portfolios.  Prior to Capstone, Mr. Potter founded New Castle Advisers, Inc., a sub-advisor to two fixed income mutual funds under the Quest for Value and Capstone brands.  Mr. Potter merged New Castle into Capstone in 1996.

SOURCE Roosevelt Investment Group, Inc.