Caprock Difference
The Caprock Difference
/ The Caprock Difference
Image is not available

Unlock the power of intentional wealth management. 

Caprock is independent, as opposed to other firms that are constrained by corporate sales needs and conflicts of interest.

Established in 2005, Caprock transcends the execution of investments and manages your entire balance sheet. That is different—and it’s better. We understand the full needs of not only your wealth management but also your lifestyle, because that’s the only way to be truly aligned.

We empower you to discover a unique portfolio that secures your financial legacy, free from Wall Street’s constraints and conflicts. We use our exceptional access to find and prioritize investments to accomplish your objectives and no one else’s. At Caprock, you have a team of experts singularly aligned with you.

Caprock Brand Venn Diagram

Our Guiding Principles




Investing in private markets is hard to do well and requires a strong commitment

Our due diligence framework for private investing, manager selection process, and reporting capabilities have evolved over 18 years.



Direct experience is crucial when assessing any investments

Our area experts bring unique perspectives to the due diligence and manager selection process.



No two families are alike, therefore, no two portfolios should be alike

Every family has a unique set of objectives and goals that must be reflected in custom portfolio allocations.



Most families want impartial advice but are unable to get it from other firms

To ensure no conflicts arise, we derive 100% of our revenues directly from a simple, transparent client fee.



Most families prefer to enjoy, rather than administer, their wealth

Our multi-family office service model is designed to alleviate the pain points of managing complex wealth.



Sustaining wealth through generations is not a foregone conclusion

We deliver the in-depth long-term planning, strong execution, and flexibility required by multi-generational wealth management.

Testimonial rock graphic

Other firms and advisors talked about risk and gain, and only had run-of-the-mill investments. Caprock has a boutique feel where I am paid attention to and have a team that can handle the complexities of my portfolio.

Pete M., Successful Business Founder [Caprock client]

Pin It on Pinterest