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| Ben K.
Friedman, CFA, CPA, Jerry V. Smith,
CPA, Mark E. Mitchell, CPA, and Jason C. Lockhart. |
Founded in 2006, Caprock Capital is a
registered investment advisor, supervising the the direct management of approximately $200 million in assets on behalf of high net
worth clients and consults to various foundations,
endowments and pension plans.
We believe asset allocation and manager selection is the key to investment success and
long-term wealth, as part of a comprehensive investment strategy. Personalized investment plans integrates
financial goals with risk tolerances, time horizon, tax situation,
and specific circumstances. Based on these considerations, we will
perform intensive due diligence, with the assistance of our outside
consultants, in order to select appropriate managers and or securities
to achieve a strategic asset allocation plan to meet your needs.
Caprock Capital offers comprehensive financial services to help
navigate the complex decisions that come with protecting and
enhancing assets.
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News |
Lowe's Takes 'Improving' Motto to Heart
Sometimes a corporate motto succeeds on many levels. So it is with "Never Stop Improving," adopted late last year by Lowe's Cos.Read more.
Europe's Banks Fear Flight of Deposits
The European Continent's financial system remains vulnerable to the prospect that stampedes of customers could yank their deposits from institutions perceived as shaky.Read more.
As Treasury Yields Sink, Investors' Risk Rises
Investors in U.S. Treasurys stand a good chance of losing money over time. And yet they can't seem to get enough of Uncle Sam's paper.Read more.
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