TPC Transition Weekend


This video provides information and updates on the TPC transition occuring over Labor Day weekend for RoseCap clients. It also includes a Save the Date notice for the 2nd annual LAN Lunch.

Are my deposits safe?


This video discusses the SVB Bank failure and the implications of it for RoseCap clients, as well as some general administrative updates.

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    About Us

    RoseCap chose to be an independent, fee-only, investment advisor because we believe this provides the best level of service for our clients. In addition to providing objective investment advice to our clients, we avoid selling high commission products such as life insurance and annuities to clients. Taking the role of a trusted advisor rather than a salesman is something that is very important to RoseCap, and should be very important to clients as well.

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