Roosevelt Joins SBH

We are pleased to announce that, effective May 9, 2024, Roosevelt Investments will be integrated into CI Segall Bryant & Hamill Asset Management (SBH), operating under the SBH brand. Roosevelt Investments had been a partner firm of SBH’s for a few years as both firms were purchased in totality by CI Financial.

Roosevelt brings complementary strategies, distribution networks, and personnel to SBH’s platform. We believe this strategic integration will bring significant value to our combined business by leveraging our shared talents and resources to enhance our clients’ experience while expanding our investment offering.

For more information, email [email protected].

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