The Rose Team

Q3 2024 Rose Capital AdvisorsMarket Commentary & Outlook

by The Rose Team|17 October 202417 October 2024|Quarterly Market Commentary & Outlook

“The Fed Begins Cutting Rates in September” The Fed cut interest rates in September for the first time since the beginning of the Covid pandemic. “Expect Softer Economic Data” We expected a catalyst for the Fed to begin cutting rates...

Q2 2024 Rose Capital AdvisorsMarket Commentary & Outlook

by The Rose Team|16 July 202416 July 2024|Quarterly Market Commentary & Outlook

“Recent Divergence in Magnificent 7 will Continue” Entering 2024 we expected divergence in Big Tech as investor focus on AI turned from “hype” to “results.” Winners in Q2 include Nvidia (+36%) and Apple (+23%), while Meta (+4%) underperformed. “Still Upside...

10 Year Anniversary Party

by The Rose Team|12 November 202219 February 2023|Events, Firm Announcements

We had a BLAST celebrating our 10 Year Anniversary party surrounded by clients, friends and family!

Team Spotlight: Jamel Gordon

by The Rose Team|27 September 202208 November 2022|Team Spotlight

Jamel Gordon has over 10 years of experience in the finance industry. He specializes in working with high-net-worth families and individuals, entrepreneurs and athletes on estate planning, business succession planning and investment strategies.

2021 Review | 2022 Outlook

by The Rose Team|25 January 202221 February 2023|Awards, In the Press, On the Scene, Yearly Outlooks & Reviews

2022 marks our 10-year anniversary since launching Rose Capital Advisors! We are planning to have celebrations later this year in Miami and New York. Details to follow!

What can we learn about diversification from Dr. Dre?

by The Rose Team|10 November 202106 November 2022|Articles & Insights

In May of 2014, Dr. Dre tripled his previous year’s earnings when Apple acquired his company “Beats by Dre” for $3 billion, making his estimated net worth skyrocket to $800 million. Not only is Dre a prominent rapper, but he’s also...

Rose Capital Advisors Portfolio Company Announces Transaction w/ Subversive Capital, Caliva & Jay-Z

by The Rose Team|24 November 202004 November 2022|Articles & Insights, Firm Announcements, In the Press

We are excited to announce an exciting development regarding one of our portfolio company investments with Fireman Capital Partners (FCP). Left Coast Ventures (“LCV”) has agreed to be acquired by Subversive Capital Acquisition Corp. (NEO: SVC.A.U and OTC: SBVCF) (“SCAC”)....

Working from Home: Digital Security Basics

by The Rose Team|11 August 202006 November 2022|Articles & Insights

Since the start of the COVID-19 pandemic, millions of workers have begun to work from home. Before this massive transition to remotework, Americans spent an average of 6.42 hours on the internet every day. 36% of internet users in the...

Virtual Happy Hour

by The Rose Team|22 May 202006 November 2022|Events

Join us for a Rose Capital Advisors Virtual Happy Hour & Exclusive Beer Tasting

Rose Capital Advisors Wins 2020 PAM Award

by The Rose Team|17 April 202006 November 2022|Awards, In the Press

BEST PRIVATE WEALTH MANAGER UNDER $5 BILLION – PERFORMANCE Rose Capital Advisors is proud to announce that it has been named “Best Private Wealth Manager Under $5 Billion – Performance” by Private Asset Management Magazine, a leading wealth management and family office...

1 2 Next