Employee Family
Autumn is originally from this state, which also has beautiful fall colors.
Michigan
While a portfolio encompasses all the accounts for a client, RoseCap assigns risk targets based on _____, which can also have multiple accounts.
Goals
This person was the first full time employee hired by RoseCap Investment Advisors.
Who is Ethan Corman
Even though this person works in a gravel pit, he is RoseCap's biggest client. You better stop whatever you are doing if he calls.
Alan Parkerson
Sarah has been a GREAT financial advisor for RoseCap, especially considering her college major was not finance but was ______________. Dumb jocks.
Sports management. Or kinesiology. Is there a difference? They are both easy.
The full name of the oldest Graff child.
Maximus
RoseCap's value proposition involves focusing on the "controllable" for a client, which includes these three things.
Fees, Taxes, & Risk
This RoseCap client was responsible for leasing RoseCap it's first non-home office.
Robert Bray
Living in Bakersfield, CA, this RoseCap client currently holds the title of "Highest Maintenance Client".
Dan Corriea
The only RoseCap Investments employee not born in the month of November.
Calley Washington
The name of Ethan's wife. She has a hurricane of a personality.
Katrina
This is a measure of a bond's (or bond fund's) sensitivity to interest rate changes.
Duration
This former advisor at RoseCap played basketball for CMU and is still a client of the firm.
Landon Vermeer
This RoseCap client was a 1st round draft pick by the Baltimore Orioles in the 2000 MLB draft.
Beau Hale
RoseCap's mission statement
Provide our clients the highest probability of achieving their financial goal(s).
Matt's older brother (Mike) and sister in-law (Laura) are RoseCap clients. They met each other while attending this prestigious medical school.
Harvard University
Within U.S. Equity, this sector has the highest standard deviation of historical returns (risk).
Technology
"RoseCap" was coined by Matt Oppenheimer in Atlanta, GA, as an shortened version of _________________, which was the firm's legal name at the time (2009).
Rosenberg Capital Advisors
This person was the first client of RoseCap that didn't have the last name "Rosenberg".
Bradley Zimmer (Atlanta, GA)
Amber
Autumn's daughter's name "Millie" is short for ____________.
Amelia
Direct indexing is a term the industry adopted a few years ago, to define the process of buying individual stocks in a portfolio to simulate a stock index. RoseCap developed this process over 10 years ago, but we refer to it as ________________.
Beta replication
Prior to registering as an investment advisory firm, RoseCap was originally founded as a hedge fund in this industry.
Commercial Real Estate
This GJ lawyer has now retired and moved to Denver, but his former company was RoseCap's very first 401(k).
Harry Griff
This RoseCap employee has the most offenses of taking a bathroom key home.
Nancy Harward