Experience You Can Trust

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. CAPROCK’s collective expertise spans Wall Street, technology pioneers, venture capitalists, corporate and philanthropic leaders, analysts, accountants and asset managers.

In contrast, we’ve found that many of our competitors are firms founded and staffed by former bankers or brokers. As a result, we believe they reveal a surprisingly inadequate understanding of the limits of modern portfolio theory, and the benefits derived from balance sheet management. In this way, these firms reflect their origins rather than their aspirations.

Copyright 2016 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. Cappadocia Hot Air Balloon