The Caprock Group provides private wealth management, family office services, and investment consulting to individuals, families, and institutions. The firm designs and implements customized portfolios using six asset classes, including cash, fixed income, public equity, private credit, real assets, and private equity. Portfolios may be managed directly by The Caprock Group or allocated to independent third-party investment managers. The firm also offers impact investing options to align portfolios with client values. In addition to investment management, The Caprock Group offers family office services such as coordination among other professional advisors, alternative investment analysis and reporting, balance sheet reporting, and cash flow modeling.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is generally no greater than 1% of assets under management. Fees are negotiable based on client requirements and complexity. Fixed retainer fees may be charged in special arrangements.