Most investment advisory firms will provide financial plans to clients using pre-packaged software. This often requires the client's financial situation to be crammed to fit the shape of the software and leads to results that are not always meaningful for clients. That is why RoseCap has developed it's own process for financial plans, utilizing easily editable spreadsheets. This allows RoseCap to adjust the financial plan to fit the client's unique investment circumstances rather than forcing the client's situation to fit the model.
Our financial plans also have the ability to integrate non-traditional investments of clients, such as real estate, private equity, franchises, and a myriad of other non-security investments. Additionally, we use Monte Carlo simulation to give the clients a range of potential outcomes and probabilities of achieving their goal under varying circumstances. Our process is financial risk management at it's best.