Blue Rose Capital Advisors serves education, healthcare, non-profit, corporate and government clients of all sizes. We have experienced market specialists and industry veterans in every sector we serve. Our affiliated companies, HedgeStar and MuniPriceTracker, provide us with additional unique capabilities. The result is independent, outcome-driven advisory that draws on innovation and best practices across sectors.
Higher Education

Blue Rose Capital Advisors is a leading independent financial advisory firm for public and private educational institutions, with a specialization in universities and colleges. We provide unique service offerings that leverage our deep experience in education and strong relationships with legal counsel serving academia. Our education sector clients expect us to advocate for them, know the latest issues affecting their missions, and deliver the innovative solutions they need.


Blue Rose Capital Advisors serves all types of non-profit organizations, from small local charities to national religious associations. We provide comprehensive consulting services in the areas of management, fundraising, and borrowing. Our innovative solutions strengthen non-profit organizations and maximize their ability to achieve their missions.


Blue Rose Capital Advisors provides independent financial consulting services and innovative debt solutions to hospitals, physician health groups, and other healthcare organizations. Our deep expertise in capital markets and broad client base allow us to bring perspective and creativity to the challenges and opportunities that healthcare organizations face.


Blue Rose Capital Advisors provides a full range of financial advisory services to state, county, city and local agencies in the government sector. From pricing opinions to debt issuances to refinancing services, we ensure that our municipal clients have the independent advice needed to achieve their community goals.


Blue Rose Capital Advisors is a capital market transaction and interest rate risk advisor to corporations of all sizes. We deliver tailored solutions for minimizing interest rate costs and risk exposures. Our corporate sector clients benefit from the unique insights and expert advice we provide throughout the duration of an engagement.

Sectors Served 

  • White LinkedIn Icon
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).