Empowering
Confident
Decisions
We provide institutional investment advisory services and strategies tailored to nonprofit organizations and family portfolios.
OVERVIEW
Rose Group is an independent investment advisory firm built on disciplined thinking, rigorous analysis, and deliberate implementation.
We help institutions, committees, and select private clients navigate complexity with clarity and conviction — bringing perspective, structure, and insights that drive confident decisions.
From the vast universe of investment possibilities, our role is to synthesize — distilling broad opportunity into a deliberately curated set of differentiated, integrated components.
We do not equate complexity with advantage. Optimal outcomes are the result of thoughtful design and disciplined intention — examining contingencies, preparing for challenging markets, and remaining attuned to opportunities before they become obvious. Our client portfolios are constructed to reduce the impact of downside volatility while remaining positioned to participate in long-term upside opportunity.
SERVICES
Comprehensive services for Institutional and Private Client portfolios
Institutional Investment
Consulting
We provide comprehensive investment consulting services to nonprofit organizations across general investment pools, operating and reserve funds, and endowment portfolios
Private Client Investment Advisory Services
We apply an institutional consulting discipline to private client investment portfolios — combining rigorous analysis, intentional design, and clear decision frameworks to support the preservation and growth of long-term wealth
Risk
Assessment
Evaluating and managing risk relative to your objectives and time horizon
Comprehensive
Reports
Analytically rigorous, visually clear reports that make complex portfolio dynamics simpler to understand and evaluate.
Market Perspectives and Informed Guidance
Translating complex investment concepts into clear, practical understanding — enriched by market insight that brings context to every decision.
Corporate Retirement Plan Advisory Services
Corporate retirement plans including 401(k), Profit Sharing, Cash Balance and Defined Benefit Plans
Our approach is grounded in institutional discipline and applied to every client engagement.
Senior-Level
Attention
Fee-only, fiduciary structure with advisory clients
Institutional Discipline, Applied Thouroughly
30+ years of institutional experience
ABOUT
A word from
David Rosenthal, Founder
I’ve spent nearly 30 years advising associations and nonprofit institutions on investment governance and portfolio strategy. Over time, that experience has also shaped the way I work with families and individuals who value the same level of discipline and clarity in their own investment decisions.
Successful investing isn’t just about markets. Investment committees — and families stewarding significant wealth — want outcomes aligned with their expectations, and clarity around how and why their portfolios behave the way they do at any point in time.
Performance matters to every investor. But so does confidence in the structure behind their investments — and in the process that supports decision-making. Whether serving a board or working directly with a family, my role is to bring perspective to the room, explain trade-offs clearly, and help ensure decisions are made with discipline rather than emotion.
We cannot predict performance. What we can provide is a steady framework for thoughtful decision-making. If you value clarity, candor, and judgment grounded in experience, I would welcome a conversation.
Insights — thoughtfully developed and carefully applied — are what drive and empower confident decisions. maintaining policy aligned to mission,risk, and spending needs
FAQ
Common
questions
What's your investment philosophy?
Do you work with individuals and families?
How is TRG different from a large bank or wirehouse?
How do you charge for your services?
What's your investment philosophy?
Ready to start your conversation?
We integrate advanced analytical tools, including AI, into a disciplined research process designed to study risk, opportunity, and portfolio resilience. Technology enhances our work; experience and judgment shape our conclusions.
Contact:
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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