“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 in 2011 by Matthew H. Rosenberg, in Denver, CO. While attempting to start a small business he ran out of money and moved to Grand Junction, CO where he could teach finance and accounting for Colorado Mesa University, while still providing investment advisory services through RoseCap. After one year of business Matt had less than two million in assets under management and only a few clients. Like any successful small business owner, he only worked hard… six year later, with over 200 clients and approximately $65MM in assets managed, Matt “retired” from teaching at CMU to focus on RoseCap exclusively. Below are some of the memorable points and milestones of RoseCap Financial over the years.