About Blue Rose 

Blue Rose Capital Advisors is an independent financial advisory firm that serves the higher education, healthcare, non-profit, government, and corporate sectors. Blue Rose provides debt, derivatives, reinvestment, and P3 advisory services, strategic and financial consulting services, and other specialized services to help clients achieve their goals. Blue Rose is registered as a Municipal Advisor with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB).

Our Mission 

To improve organizations by providing advice, services, advocacy, and transparency on complex financial matters.

Our History & Structure 

Blue Rose Capital Advisors is the advisory arm of an organization that has been under common control since 1995. Re-established as Blue Rose in 2011, our firm operates in conjunction with HedgeStar and MuniPriceTracker, affiliated companies that were developed in the 2000s to meet specific financial and debt-related needs of our clients. The breadth of our organization allows our advisors to deliver tailored services and solutions while maintaining substantial quantitative capabilities.

Why Blue Rose?

The blue rose, which does not exist in nature, symbolizes that which is rare, desirable and difficult to obtain. The color blue represents opportunities and new beginnings, and is associated with those who are analytical, intelligent, responsible, optimistic, and practical, traits we value and encourage in our professionals. At Blue Rose Capital Advisors, it is our goal to seek out new opportunities for our clients, and with meticulous and enthusiastic service, help them create optimal solutions and overcome their most formidable challenges.

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Registrations 
Blue Rose Capital Advisors is an independent financial advisory firm that does not engage in underwriting activities. We are registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor. Because we have not engaged in underwriting activities in our history, we generally qualify as an Independent Registered Municipal Advisor (IRMA).