Families Need an Advocate
Established in 2005, Caprock is built on the belief that there is a better way to manage wealth. The firm is a privately-owned multi-family office with locations in San Jose, New York, Seattle, Newport Beach, Park City, Austin and Boise. With balance sheets as complex as corporations, financially successful families flourish when aligned with an objective partner. Caprock is uniquely positioned to serve this role, protecting and growing wealth by focusing on all aspects of a family’s balance sheet. We support wealthy families’ missions by bringing structure and order to their financial affairs through long-term planning and asset management, acting as an outsourced chief investment officer and chief financial officer.
Caprock advises on over $8 billion in client assets, with a particular focus and expertise in non-public markets. In addition, we are a market leader with a longstanding and principled approach to impact investing, having deployed over $2 billion in impact-oriented capital across all asset classes.
The Caprock Difference
We sit on the same side of the table as our clients as advocates- not salespeople- to provide objective advice on the entirety of their wealth. We do not sell products, charge placement fees, receive kickbacks from investment managers, take trade spreads and other sources of revenue so prevalent in the financial services industry. We get paid one way: from a single transparent advisory fee negotiated at the outset of a relationship. We value transparency at every stage and strive to build long-term relationships built on trust and mutual respect. If that appeals to you, then let’s talk.
Our Guiding Principles
Our Investment Philosophy
We believe the key to long-term wealth creation is consistent compounding of after-tax returns.
Avoiding significant portfolio drawdowns, which can take years to recover from, is the main principle of this concept. Caprock is in a unique position: our clients are already successful in their financial endeavors. It is our responsibility to maintain this situation by consistently safeguarding and growing wealth, regardless of the state of the market. We accomplish this by employing an endowment-like strategy to deliver consistent returns to our clients.