MAKING AN IMPACT.
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. It was founded in 2005 by a handful of unsatisfied financial experts whose experiences (and those of the people they hire) include Wall Street, technology pioneers, venture capitalists, corporate and philanthropic leaders, analysts, accountants and asset managers.
Since 2009, The CAPROCK Group has been a preeminent advocate and practitioner of impact investing. These are portfolios that seek impact across all asset classes, and rates of return which are competitive with conventional investments. Most importantly, impact portfolios are designed to achieve specific goals as established by each client - i.e. investments yielding environmental or social value(s), in addition to their financial return.
If you would like to set up an interview with any of our industry experts, please contact Jefferson Jewel (JJewell@TheCaprockGroup.com).