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Rose Capital Advisors

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Rose Capital Advisors

Overview:

Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Our practice is reserved to an exclusive group of distinctive clients, allowing us the time needed to carefully customize your services and solutions.

Rose Capital Advisors has partnered with some of the leading financial services firms, including Dynasty Financial Partners, to give us access to and leverage the best intellectual capital and institutional infrastructure, resources, and capabilities in the world, ranging from capital markets research, lending solutions, private banking services, investment banking capabilities, integrated technology, and much more.

Our firm was founded on the principles of independence, transparency, and client advocacy. We have become a trusted and credible source of unbiased objective financial advice and counsel to help individuals and families properly manage their wealth and other financial matters.

We pride ourselves on our hands on, interactive and consultative one to one client advisor relationships to help create customized financial solutions based on each individuals unique personal situation. We have an institutional quality investment process and access tailored for the individual investor. We truly have a completely open architecture platform and do not have any proprietary products or services which avoid any potential conflicts of interest. We also have access and capacity to some of the leading emerging managers across multiple asset classes.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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