Blue Rose Advisors Blog

Laura Klingelhutz Joins Blue Rose as Marketing Coordinator

Laura Klingelhutz Joins Blue Rose as Marketing Coordinator

Ms. Klingelhutz joined Blue Rose and sister-company HedgeStar in 2022 as Marketing Generalist Intern and became the Marketing Generalist part-time in 2023, aiding with digital marketing, event planning, and market research efforts.

Holiday

Blue Rose Capital Advisors – Holiday Event 2023

To celebrate our year together as a company, Blue Rose Capital Advisors, along with sister company HedgeStar, joined together for our annual holiday event. We enjoyed time volunteering at Feed My Starving Children, exchanging gifts in a white elephant gift exchange, and practicing our curling skills at the Chaska Curling Center

update

Reinvest Market Update – Basis Points

The Federal Reserve held interest rates constant at this month’s FOMC meeting, yet we continue to see a significantly inverted treasury yield curve with elevated short-term rates. The one-year treasury rate has increased over 100 basis points in the past 6 months. As a result, issuers can benefit from reinvesting bond proceeds and lock-in higher short-term investment rates

2023 Annual Meeting

Blue Rose Capital Advisors Annual Meeting 2023

Each year, the Blue Rose team convenes alongside our affiliate company, HedgeStar, for an in-person meeting to celebrate the achievements and milestones we’ve made throughout the year

Additional Services

Our Additional Advisory Services include Investment Consulting Search Services

Blue Rose is ready to assist your organization in vetting and selecting an investment consulting service provider for your endowment or other investment portfolio. Whether you are interested in a non-discretionary or discretionary relationship, we can help you by taking on the administrative burden of the RFP process, including designing the RFP document package, distributing to providers, analyzing the responses and fee structures, and aiding in the selection

Blue Rose - Derivatives Advisory

Blue Rose – Derivatives Advisory

Blue Rose Capital Advisors provides the expert guidance and transparency required to execute derivative solutions. From interest rate swaps to other derivative products, we can deliver an innovative solution for almost any given debt scenario. In combination with the derivatives valuation, hedge accounting, and reporting services of our affiliate, HedgeStar, Blue Rose helps our clients strike the right balance between risk and future economic certainty