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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).
Engaged
Service
Accountability
Integrity 
Cookie Cart Volunteer Day
On September 26, 2017, Blue Rose employees and our colleagues at HedgeStar joined forces to volunteer time at the Cookie Cart.  Cookie Cart provides teens 15 to 18 years of age with lasting and meaningful work, life and leadership skills through experience, and training in an urban nonprofit bakery.
Working side-by-side with youth employees, we scooped fresh dough, decorated cookies, and packaged and assembled bakery boxes. This also gave us the opportunity to talk with the teens and hear about their experiences at the Cookie Cart.

Long-term youth outcomes include:

  • Connectedness to new communities;

  • Strengthened future goal orientation;

  • Improved interpersonal skills;

  • Enhanced critical thinking; and

  • Increased employment readiness skills

Cookie Cart was established as a 501(c)(3) nonprofit in 1988.  To learn more, click here.

Engaged

Engaged

Service

Engaged

Integrity

Teamwork 

Engaged

Accountability 

Engaged

Fun

Valley Outreach
Every fall the Blue Rose team meets in Minneapolis for a few days of work, fun, play and service.  This year was no different.  As we have in the past, we joined forces with our colleagues at HedgeStar and MPT Services for an afternoon of community service.  Valley Outreach, located in Stillwater, Minnesota provides aid to families in crisis and provides support services for both immediate and long-term assistance for heat, housing and other crucial needs such as high quality, nutritious food and free clothing.  We helped in numerous ways by cleaning the food pantry, bagging fresh fruits and vegetables, stocking the shelves and sorting through an array of donated clothing so that those in need have warm sweaters and coats this winter. For some clients, they will only use the services a handful of times, needing additional help to make ends meet for a few months. For others, perhaps on a limited income due to disability, Valley Outreach will be a consistent source of support in their individual budgets. 
 
Valley Outreach provides these services in a welcoming and non-judgmental manner that maintains their clients’ dignity. Their service delivery model is specifically designed to demonstrate their focus on respect, support, and empowerment.  You can learn more about Valley Outreach and the services they provide here:
Cookie Cart Volunteer Day
On September 26, 2017, Blue Rose employees and our colleagues at HedgeStar joined forces to volunteer time at the Cookie Cart.  Cookie Cart provides teens 15 to 18 years of age with lasting and meaningful work, life and leadership skills through experience and training in an urban nonprofit bakery.
Working side-by-side with youth employees, we scooped fresh dough, decorated cookies, and packaged and assembled bakery boxes. This also gave us the opportunity to talk with the teens and hear about their experiences at the Cookie Cart.

Long-term youth outcomes include:

  • Connectedness to new communities;

  • Strengthened future goal orientation;

  • Improved interpersonal skills;

  • Enhanced critical thinking; and

  • Increased employment readiness skills

 

Cookie Cart was established as a 501(c)(3) nonprofit in 1988.  To learn more, click here.

The Sandwich Project MN Service Project
The 2016 service project was in support of The Sandwich Project Minnesota. We decided to create a challenge between Blue Rose and sister company HedgeStar to see which company could make 500 sandwiches the fastest, with the goal of providing 1,000 sandwiches. The two teams organized themselves and developed their own process for making the sandwiches. Each sandwich consisted of two slices of lunch meat and one slice of cheese between two slices of bread, placed in a zip lock sandwich bag. Once the individual sandwiches were bagged, they were bagged again into the original bread bags, which were dated. The sandwiches could not look messy or inedible. Although the HedgeStar team beat us by several minutes, the Blue Rose team demonstrated several of our core values: service, teamwork, and fun during the challenge. It is particularly gratifying to know that the 1,000+ sandwiches we made were given directly to hungry people living in our communities.

The Sandwich Project is a grass roots organization built with the purpose of feeding people all the days of the year, instead of just the holidays. Originally, The Sandwich Project started with the goal of helping feed 150 homeless people at two homeless shelters in Minneapolis as many times a year as possible, with the ultimate goal of doing it daily. Today, The Sandwich Project helps feed about 4,500 people per week by donating sandwiches to various food shelves and shelters in 12+ locations around the Twin Cities and as far away as the St. Cloud area. The Sandwich Project is a 501(c)(3) non-profit organization. There are volunteer opportunities for making sandwiches and delivering the sandwiches to local shelters and food shelves, and monetary donations are accepted to help pay for delivery costs, freezers, storage, boxes, couriers, and administration.

Click here for more information on how to donate your time or money to The Sandwich Project.

Feed My Starving Children Volunteer Day

On September 24, 2015, Blue Rose employees and our colleagues from HedgeStar participated in volunteer services at Feed My Starving Children in Chanhassen, Minnesota.  Feed My Starving Children is a Christian 501(c)(3) non-profit organization committed to feeding hungry children in nearly 70 countries around the world. Volunteers hand pack meals that are specifically formulated for malnourished children that can be easily prepared by boiling in water.

 

Our employees joined many other volunteers for a fun-filled two hours helping out at various stations:

  • Box preparation/distribution to/removal from food packing stations

  • Labeling food packets

  • Measuring and packing nutritionally complete food bags & loading them into boxes

  • Weighing finished boxes and loading them on pallets

  • Clean-up of packing area

 

Each meal costs less than a quarter to make! More than 90% of donations to FMSC go directly to feeding children, which has allowed FMSC to receive a 4-star ranking from Charity Navigator for 11 years.

Jabbok Family Services Volunteer Day

On September 25, 2014 the Blue Rose Capital Advisors team and our colleagues at DerivActiv and MuniPriceTracker assembled for a volunteer day at Jabbok Family Services.

After operating for 16 years inside Calvary Baptist Church, non-denominational Jabbok was moving into a more visible space of its own. They put out a call for volunteers to help with the transition. We were delighted to help by:

  • Painting the downstairs

  • Tearing up old flooring and installing new subflooring

  • Framing in a staircase

  • Installing a drop ceiling frame upstairs 

It was a fantastic day of togetherness and fun. And all for a great cause in a great neighborhood!

Donations in Lieu of Gifts at Holiday Time

For the past few years, Blue Rose has made a practice of sending donations to charitable organizations instead of sending gifts to clients and partners.  Our goal each year is to make a donation that will have a meaningful impact on the charity or charities selected. We strive to include both locally-based and national charities, including those listed under “Charities We Support.”

Ronald McDonald House Charities Volunteer Day:

On September 10, 2019 the Blue Rose Capital Advisors team and our colleagues at HedgeStar and MuniPriceTracker came together for a volunteer day at the Ronald McDonald House Charities (RMHC).

Since 1974, RMHC has created programs that strengthen families during difficult times. RMHC provides vital resources and compassionate care to children and their families being served by leading hospitals worldwide. Core RMHC programs — Ronald McDonald House, Ronald McDonald Family Room, and Ronald McDonald Care Mobile programs — provide access to health care and enable family-centered care. RMHC helped lessen the burden for millions of families in 2018. 

Our employees helped with various projects:

  • Cleaning up landscaping outside of the home

  • Compiling gift baskets for fundraisers

  • Organizing school supplies for the students

  • Sorting & organizing donations

It was a wonderful day of teamwork and fun. We are glad we were able to help out!

Charities We Support

Blue Rose Capital Advisors is an avid supporter of many charities, including those listed below. In addition to monetary support, members of Blue Rose also provide volunteer time and effort to help. Other charities are supported through their various fundraisers, such as golf tournaments and runs, as Blue Rose will pay an entry fee for members to participate in these activities in support of the charity.

Our Values

At Blue Rose Capital Advisors, we put our values at the heart of our business – and our lives, relationships and communities. We have uncompromisingly high ethical and professional standards that are grounded in six core values: