Rosecap Investment Advisors, LLC

Sarah Graff is a financial advisor at RoseCap Investment Advisors, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Alpine Banks of Colorado for 14 years. Graff is based in Grand Junction, Colorado. RoseCap Investment Advisors offers discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm employs a goal-based investment approach using broader asset classes, low-cost ETFs, and proprietary quantitative models, and is notable for its role as a sub-advisor and fiduciary for employer-sponsored retirement plans.

Ethan Corman is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently with RoseCap Investment Advisors, LLC, where he has worked since 2013, with a brief period at Lockheed Martin Corp. and the Army Contracting Command. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub‑advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm manages approximately $450 million in discretionary assets and employs a goal-based investment approach that incorporates broader asset classes, low-cost ETFs, and both fundamental and technical analysis alongside proprietary quantitative models.

Heather Holtzinger is a CFP® with 12 years of industry experience. She is affiliated with RoseCap Investment Advisors, LLC, a team of five advisors based in Denver, CO, and has worked at Grandview Investment Advisors, LLC since 2012. Heather is currently winding down her involvement with Grandview Capital dba Grandview Investment Advisors. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm employs a goal-based investment approach using broader asset classes and low-cost ETFs, and serves both private clients and employer-sponsored retirement plans.

Matthew Rosenberg is a financial advisor at RoseCap Investment Advisors, LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at Rosenberg Capital Advisors since 2008. Outside of his advisory role, he operates a small business consulting company focused on real estate and business matters. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutions. The firm manages approximately $450 million in discretionary assets and employs a goal-based investment approach that incorporates low-cost ETFs, fundamental and technical analysis, and proprietary quantitative models.