The CAPROCK Group was founded on six observations
  • Investors want impartial advice but rarely get it.
  • Most families would choose to enjoy their wealth rather than administer it.
  • Accurately assessing opportunity in any asset class demands direct experience.
  • Crafting a properly diversified portfolio requires more knowledge and time than one person can master.
  • Assembling a performance report that captures the full scope of such a portfolio can be an overwhelming task.
  • The intelligent approach to investing and passing wealth between generations is based on simplicity and structure.

Perspective

The CAPROCK Group develops customized, comprehensive and strategic financial solutions for high net worth individuals and families who don't have the expertise or the time to do so on their own. We base every decision on unbiased analysis that suffers no outside pressure and that has only one goal: to protect and grow our clients’ wealth. We invest in people and technology to deliver transparent, comprehensive performance reporting. We impose structure on what we frequently see as quasi-organized confusion.
We built The CAPROCK Group for investors who seek a true financial partner.


Our Team

At The CAPROCK Group, we have assembled a diverse team of partners and senior staff members whose prime directives are to provide lucid, independent advice and the administrative and leadership skills required to manage and protect wealth.

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Comments and Observations

July 2015 Market Commentary 08/01/2015
Developed market equities were positive in July, whereas weakness in commodity prices and Chinese equities contributed to a significant decline in emerging markets.

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Company News

'Do-good' companies can do well for investors, Wharton researchers say
The relatively young industry, which focuses on social or environmental returns in addition to financial ones, has until now lacked performance data. So how can you tell if investors are truly "doing well by doing good," as the saying goes? New research begins to shed light on the financial viability of such mission-driven investments, indicating returns comparable to non-mission-driven investments. Much research remains to be done, of course, but preliminary results are encouraging.

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Copyright 2015 The CAPROCK Group, all rights reserved. The CAPROCK Group is an SEC Registered Investment Adviser. This communication is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All written content is for informational purposes only and may not constitute a complete description of available investment services. Investment in securities involves the risk of loss. Past performance is no guarantee of future returns.