Desert Rose Capital Management Inc

EST. AUM
$192,134,096

CONTACTS
7

CLIENT ACCOUNTS
1,144

Firm Details

Metro area Boise
CRD Number 154331
Website desertrosecapital.com
Client types

Overview

Desert Rose Capital Management Inc. is a registered investment advisor based in Meridian, Idaho, specializing in personalized portfolio management. The firm emphasizes a fiduciary approach, tailoring investment strategies to meet individual client needs while employing options strategies designed to reduce risk. Desert Rose Capital is known for its Integrated Options Portfolio, which aims to provide growth potential with minimized risk. The company prioritizes client-centric wealth management and offers bespoke solutions to adapt to market challenges. Their team comprises experienced professionals dedicated to delivering comprehensive financial services. For more information, the firm encourages potential clients to reach out for consultations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Desert Rose Capital Management Inc

Platform Details

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