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Roosevelt Investment acquires 2 NJ-based asset managers

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Roosevelt Investment acquires 2 NJ-based asset managers

New York-based boutique advisory firm Roosevelt Investment Group Inc. has acquired Hoboken, N.J.-based Value Architects Asset Management LLC and its affiliate, Blueprint Financial Planning LLC.

Value Architects and Blueprint provide financial planning and investment management services to individuals and institutions since 2001.

Roosevelt Investment advises on approximately $2.6 billion in assets, consisting of approximately $2.5 billion in assets under management and $70 million in programs where the company supplies an investment model, as of Aug. 31.