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.