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Investment mastermind for high-capital professionals
A systematic methodology, weekly market research, and a community of serious investors. So you focus on the few decisions that matter each year, and your investing becomes clearer, calmer, and far less reactive.
We help high-capital investors develop the skills to manage their own wealth with conviction
Founded by Zack Bakos, who started investing with $50 and has spent the last decade building a multi-million dollar portfolio and the systematic methodology he now teaches.
We've taught our methodology to investors at every stage, from first-time high-capital investors to experienced operators sharpening their edge.
If one of the descriptions below sounds like you, this is for you.
Sitting on capital
You're sitting on cash saved up but paralyzed by fear of making the wrong move.
You want to learn to invest with the discipline of a sophisticated investor, not stay on the sidelines, and not pay a money manager to just buy the S&P 500.
Investing without a system
You're already in the markets, but you're operating on a mix of intuition, podcasts, and gut feel. FOMO buying at tops. Panic selling at bottoms.
You want a systematic framework that gives you conviction in every move and finally takes the emotional rollercoaster out of investing.
Too busy to do it alone
You're a founder, professional, or senior operator. Your career generates real income, but you don't have hours each day to study markets the way a full-time trader does.
You want a structured approach you can execute in 4 to 5 hours per week alongside peers who get the demands of your life.
net-worth
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 strongest companies in any market.
We research global markets around the clock
You study our high-conviction model portfolio
Every position has defined entry, exit, size, and risk criteria
Wait for them to go on a minimum 20% discount.
Our proprietary system detects peak fear
The framework waits for meaningful pullbacks
You learn to wait for value, not chase tops
Where conviction meets discipline.
We turn data into structured analysis
You learn to read the framework with confidence
Every decision is yours, with full reasoning behind it
Plan the exit before the entry.
The framework includes structured exit criteria for every setup
You decide when to reduce exposure and rebalance
You navigate drawdowns with discipline, not panic
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