“As an advisor, I knew my first client would be my father. I couldn’t imagine investing his retirement in life insurance or brokerage products just because they paid me the highest commission. This is when I knew I needed to be independent.”
RoseCap Investment Advisors was founded on March 8, 2011 by Matthew H. Rosenberg, in Denver, CO. Starting a small business while also supporting a family proved to be financially difficult. So he moved to Grand Junction, CO to teach finance and accounting at Colorado Mesa University while simultaneously working as an investment advisor at RoseCap. Teaching provided the income he needed to take care of his family while also trying to grow a business. After one year of business Matt had less than two million in assets under management and only a few clients. Like small business owners do, he only worked harder… six year later with over 200 clients and approximately $65MM in assets managed, Matt resigned from teaching at CMU to focus on RoseCap exclusively. Less than a year after leaving CMU, RoseCap had over $100MM in assets managed. Below are some of the memorable points and milestones of RoseCap Financial over the years.