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Systematic portfolio growth for high-capital investors
Fewer moves and better timing help our clients focus on the 3-4 portfolio decisions that matter each year. Making investing clearer, calmer, and far less reactive.
We help high-capital investors build toward $10M+ portfolios
While most investors were stuck with 8-10% returns in 2024, our members averaged 140% growth by following our proven approach.
We've seen every mistake, every plateau, and every breakthrough pattern that separates winners from those who stay stuck.
If you fit the description below, this is for you.
Just starting out
You're sitting on cash saved up but paralyzed by fear of making the wrong move.
You're looking for a proven approach that eliminates beginner mistakes and gives you the confidence to start building real wealth.
Struggling with consistency
You're already investing but your portfolio isn't growing fast enough.
FOMO buying at tops, panic selling at bottoms. You're ready to fix this once and for all.
Too busy to do it alone
You have investing experience but limited time.
You're looking for professional guidance that shows you exactly what to do and when, so you can get results without it consuming your life.
A myriad of high capital investors from all parts of the world continuously trust our guidance and strategic approach to markets year over year.
Our clients don't just get results - they love the experience.
We scale with you as your trusted partner at every stage.
Trusted by hundreds of high-capital investors
Once Overwhelmed by Investing, JP Grows His Portfolio on the Go
How Sam Grew His Portfolio from $80K to $240K in Just 12 Months
How Simon Went From Total Beginner to 300% Portfolio Growth
Investing made simple for busy leaders like you
Finding the fastest growing companies in the world.
We research global markets around the clock
You get curated, high-conviction model portfolio
Every move is pre-planned: entry, exit, size, and risk
Wait for them to go on a minimum 20% discount.
Our proprietary system detects peak fear
We wait for meaningful pullbacks before deploying capital
So you never chase tops - you buy quality at a discount
Buying when our system gives us the green light.
We turn data into actionable signals
You receive clear, step-by-step instructions
You execute the trade in minutes
Rebalance the portfolio within 120 days.
Our system detects market tops with precision
You can choose to reduce exposure and rebalance
You stay protected through inevitable corrections
It’s not ten hours of charts, it’s fifteen minutes of clear, actionable information from people I actually trust.
The bootcamp trainings have changed my investment strategies for the better. The coaches and mentors are incredibly knowledgeable, accessible, and helpful.
In just a few months, I made my membership fee back from a single trade alert. But the real value has been the education, structure, and mindset shift I’ve gained.
on the ride over, cashed out, and jumped into the ocean. That’s the beauty of this, it works from anywhere.
After 25 years of investing and learning on my own and alongside several mentors, I can say without hesitation that the past year with Zack and the team at RoseTree has been the most transformative of my journey.
Last year the S&P 500 was up 24%; my TradFi portfolio was up 32%. My crypto portfolio was up 96%. Over two years, my total portfolio is close to doubled.
I feel like I’ve finally found my tribe of like-minded investors and I look forward to being part of the RoseTree family for many years to come.
I opened wallets for my wife, her two sons, and a friend — $10,000 each. A year later, they’ve all more than doubled. It’s an opportunity I’ve been able to give them because of RoseTree.
A few strategic decisions a year beat constant screen time and stress. You can’t beat the power of this community. It would take me years, maybe decades, to replicate this edge on my own.
Become our next success story
This is a 12-month membership. Our team will happily share all the details on your upcoming call.
Absolutely. At RoseTree, we've developed a hedge fund level investing strategy and distilled into a simple and easy-to-follow concept.
Whether you're entirely new to the world of financial markets or an experienced investor, our program is designed to meet you where you are in your journey.
Most of our successful clients are busy professionals, including business owners, doctors, engineers and executives.
Recognizing your busy schedule we offer a mostly "done for you" service that requires a minimal time commitment - averaging just few hours per week
We do the heavy lifting by identifying the 2-4 major opportunities each year, and delivering clear guidance on exactly what to do.
While there's no strict minimum, our program is designed for high income individuals and investors with 6-8 figure net-worth.
Every elite investor has a team.
Coaches, analysts, and peer masterminds who:
- Do the market analysis for you (saving hundreds of research hours)
- Share insights and opportunities you won't find on public forums
- Monitor markets 24/7 so you don't miss critical moves while you're living your life
- Keep you disciplined when emotions would destroy your wealth