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.


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

December Market Commentary 01/01/2015
Global equities were down across the board in December, particularly in international markets, as oil price volatility continued to have widespread reverberations.

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Company News

Celebrating our Recognition by B Corp as “Best for the World” for Worker Impact
The CAPROCK Group, a leading family wealth management firm with offices across the west, has been named to B Corp’s “Best for the World” 2014 list for “Worker Impact.” The list recognizes companies “creating the most impact for a better world,” according to B Lab, a non-profit dedicated to assessing and assisting businesses in measuring, comparing and improving their social and environmental performance. To earn this recognition, the fourth year the company has received it, The CAPROCK Group ranked in the top 10 percent of all Certified B Corporations based on the organization’s Impact Assessment.

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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.