Professional
Investors

Clarity and Confidence for Discerning Private Investors 

You’ve spent your professional life raising money, analyzing companies, sizing up leaders, and making difficult decisions about where to deploy funds. Now let us do the same—and more—for you. No matter how complex your balance sheet is, Caprock brings clarity and dedicated professional support—giving you the confidence to make decisions and the freedom to enjoy life. 

Caprock’s team has spent decades acting as chief financial officers (CFO) and chief investment officers (CIO) for successful professional investors and their families. We take stock of all your assets and liabilities, no matter how complex or challenging it is to calculate, so that you will always have an up-to-date, clear, and complete picture of your financial situation. 

Laser Focus on Your Financial Goals

You are accustomed to working with professionals with specialized expertise and having access to bespoke investment strategies. At Caprock, we make it possible to gain additional early entry into potential unicorns or under-the-radar, non-public investment opportunities. Every individual’s journey is unique, and we tailor our approach to meet the distinct needs of the professional investor we serve.

Broader Vision for Your Life

At Caprock, we understand that your career leaves little time for managing personal finances, but the stakes are too high to leave it to chance. As your family CFO, we take the time to understand your unique goals and challenges so you can focus on what matters most—your career, your family, and your legacy.