B Impact Report

Logo for The CAPROCK Group


Financial Services - multi family office
Certified Since: December, 2007
Location: Boise, Idaho, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline


The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

The CAPROCK Group is a multi-family wealth advisory firm, customizing financial solutions for individuals and families who don't have the time or expertise to create such solutions on their own. They invest in people and technology that deliver transparent and comprehensive performance reporting, and are among the worldÕs leading firms in the growing discipline of Impact Investing: targeting positive financial return as well as the creation of social and/or environmental value.

Most successful people possess the skills required to manage their day-to-day income and expenses, and to evaluate the merits of individual investment opportunities. Very few, however, have the time to define and digest the information necessary to make informed, long-term strategic financial decisions. The frequent result is a portfolio by default rather than a portfolio by design, a result seen far too often among impact investors, whose passion for creating a better world sometimes leads them to make questionable investment decisions. Hence The CAPROCK GroupÕs prime objective: to introduce order and structure to financial affairs.

Impact Area Scoresinfo_outline

Previous Overall B Impact Scores