Relationships Matter

The Rose Inc. is a small, smart, relationship driven investment management firm. We manage discretionary and non-discretionary portfolios for families and individuals. Working as fiduciaries, we place our client’s needs first.
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SRI — ESG

From our beginning in 1993, The Rose Inc. has been committed to integrating social and environmental considerations into the research process. What was then known as SRI (Socially Responsible Investing) has morphed into ESG (Environmental, Sustainability & Governance) today. Our commitment to considering these issues remains strong.
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Investment Horizon

We believe that investing should have a relatively long time horizon. The Rose Inc. doesn’t trade securities. As a company, we have a strong bias toward investing in common stock. On a continuum of short-term to long-term we fall closer to the long end of the range.
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Fee Only—Long Only

The Rose Inc. is a ‘fee only—long only’ investment firm. ‘Fee only’ simply means that our sole source of income for the firm is the fees our clients pay us. The ‘fee only’ business model binds us closely to the financial interests of our clients. ‘Long only’ means we do not engage in margins transactions, options trading or hedging strategies.
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Disclosure: Information presented on this website is not intended as professional advice recommending any particular course of action. “Past performance is no guarantee of future returns.” This statement applies equally to the portfolios we manage as well as any mutual fund or individual security discussed in our publication, Compass Points. This website is intended for informational purposes as communication with The Rose Inc. Investment Management. Discussions of particular investments do not constitute recommendations to buy, sell or hold such investments.