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The CAPROCK Group - a fresh perspective on family wealth management

The CAPROCK Group was founded on six observations. Investors want impartial advice but rarely get it. Most families would choose to enjoy their wealth rather than administer it. Accurately assessing opportunity in any asset class demands direct experience. Crafting a properly diversified portfolio requires more knowledge and time than one person can master. Assembling a performance report that captures the full scope of such a portfolio can be an overwhelming task. July 2015 Market Commentary. New resear...

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CONTACTS AT THECAPROCKGROUP.COM

THE CAPROCK GROUP

805 we●●●●●●aho st

Bo●●se , ID, 83702

UNITED STATES

1208●●●●9600
no●●●●●●●●●●●●@worldnic.com

View this contact

The CAPROCK Group, Inc.

Bryant, Keith

805 Wes●●●●●●● Street

Bo●●se , ID, 83702

UNITED STATES

1208●●●●9600
1208●●●●9602
ke●●●@thecaprockgroup.com

View this contact

The CAPROCK Group, Inc.

Bryant, Keith

805 Wes●●●●●●● Street

Bo●●se , ID, 83702

UNITED STATES

1208●●●●9600
1208●●●●9602
ke●●●@thecaprockgroup.com

View this contact

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The CAPROCK Group - a fresh perspective on family wealth management | thecaprockgroup.com Reviews
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The CAPROCK Group was founded on six observations. Investors want impartial advice but rarely get it. Most families would choose to enjoy their wealth rather than administer it. Accurately assessing opportunity in any asset class demands direct experience. Crafting a properly diversified portfolio requires more knowledge and time than one person can master. Assembling a performance report that captures the full scope of such a portfolio can be an overwhelming task. July 2015 Market Commentary. New resear...
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The CAPROCK Group - a fresh perspective on family wealth management | thecaprockgroup.com Reviews

https://thecaprockgroup.com

The CAPROCK Group was founded on six observations. Investors want impartial advice but rarely get it. Most families would choose to enjoy their wealth rather than administer it. Accurately assessing opportunity in any asset class demands direct experience. Crafting a properly diversified portfolio requires more knowledge and time than one person can master. Assembling a performance report that captures the full scope of such a portfolio can be an overwhelming task. July 2015 Market Commentary. New resear...

INTERNAL PAGES

thecaprockgroup.com thecaprockgroup.com
1

History

http://www.thecaprockgroup.com/history.php

Raquo; Our Approach. Raquo; Perspective and Strategies. The History of the Family Office. Private family offices emerged in the United States during the late 19th and early 20th centuries at a time when a handful of elite families amassed staggering wealth. To manage this wealth, the Rockefellers, Vanderbilts, Phippses, Carnegies and others organized offices and staffed them with full-time attorneys, accountants and investment professionals. Raquo; Our Approach. Raquo; Perspective and Strategies.

2

'Do-good' companies can do well for investors, Wharton researchers say

http://www.thecaprockgroup.com/news-item.php//Do-good-companies-can-do-well-for-investors

Back to News list. Do-good' companies can do well for investors, Wharton researchers say. Monday, Jun 1, 2015. Impact investing is a nice idea and for many critics that s precisely the problem. The relatively young industry, which focuses on social or environmental returns in addition to financial ones, has until now lacked performance data. So how can you tell if investors are truly "doing well by doing good," as the saying goes? Read the complete article here:. Raquo; Our Approach. Raquo; Compare Us.

3

The CAPROCK Group - News

http://www.thecaprockgroup.com/news-item.php

Results: 1 - 5) Total results: 38. Another big problem for Exxon and Big Oil. Friday, Aug 26, 2016. The CAPROCK Group's Matthew Weatherly-White revisits the Yahoo Finance newsroom. At stake: climate change depressing stock prices more than the drillers let on. Read More ». BlackRock's voting record clashes with CEO's tough talk on buybacks. Thursday, Aug 4, 2016. Fink is sincere, but structurally they have a hard time following through.". Read More ». Tuesday, Jul 26, 2016. Read More ». In the 60s and 70...

4

Philosophy

http://www.thecaprockgroup.com/philosophy.php

Raquo; Compare Us. Raquo; Performance and Reporting. Raquo; Our Proprietary Toolbox. Raquo; Asset Classes. Raquo; Impact Investing. The CAPROCK Group was formed to address the demand for performance, transparency and accountability. Our goal is not to wrap a brokerage firm in family office marketing, but to extend evolved family office capabilities to those who recognize the need for a true financial partner. Raquo; Our Approach. Raquo; Perspective and Strategies. Raquo; www.i3impact.com.

5

Performance and Reporting

http://www.thecaprockgroup.com/performance-reporting.php

Raquo; Compare Us. Raquo; Our Proprietary Toolbox. Raquo; Asset Classes. Raquo; Impact Investing. Where we extend beyond the baseline reporting requirements is with the more complicated asset classes: private and alternative investments. Few family offices attempt to report on these assets. Why? Raquo; Our Approach. Raquo; Perspective and Strategies. Raquo; www.i3impact.com. Raquo; Compare Us. Raquo; Performance and Reporting. Raquo; Our Proprietary Toolbox. Raquo; Asset Classes. Raquo; Impact Investing.

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TOTAL PAGES IN THIS WEBSITE

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LINKS TO THIS WEBSITE

i3impact.com i3impact.com

Press Kit

http://www.i3impact.com/press-kit.php

Members of the media who cover Impact Investing and are interested in talking with Matthew Weatherley-White or other members of The CAPROCK Group team can contact Kiki Keating of KikiNetwork LLC at kiki@kikinetwork.com. Or by calling 603-858-2733. Filter Stories by Author. Raquo; Matthew Weatherley-White. Raquo; Nick Flores. Raquo; All Guest Authors. Press Kit Contact Info. Financial Advisor Magazine(1),. Hotel de Ville(1),. Fixed income strategy(1),. Five Fund Forum(1),. Le Comptoir d l Innovation(1),.

i3impact.com i3impact.com

The (Partial) Results Are In!

http://www.i3impact.com/blog.php/the-partial-results-are-in

Laquo; Back to blog. The (Partial) Results Are In! Matthew leading the discussion with the team from Wharton, Maya Chorengel from Elevar and Dimple Sahni from Anthos. Building Empirical Support for Impact Investments:. Highlights The Wharton School’s Research Findings on Impact Investment Returns, Co-Funded by The CAPROCK Group. And if you scratch just beneath the surface of this passion, you’ll also come to understand that we are – first and foremost –. At last, the data is in (well, at least partially).

i3impact.com i3impact.com

i3 - integrated impact investing

http://www.i3impact.com/index.php

Another big problem for Exxon and Big Oil. The CAPROCK Group's Matthew Weatherly-White revisits the Yahoo Finance newsroom. At stake: climate change depressing stock prices more than the drillers let on. Raquo; Read Full Article. Raquo; Read Full Article. Social impact investing: Opportunity or ghetto for women? Mathew Weatherley-White shares his experiences as a member of the male minority within a female dominated social-impact investing world. According to Financial Planning,. Raquo; Read Full Article.

i3impact.com i3impact.com

If a Dog can Get Access to Capital…

http://www.i3impact.com/blog.php/If-a-Dog-can-Get-Access-to-Capital

Laquo; Back to blog. If a Dog can Get Access to Capital. Here is the participant's bio:. Add a Comment :. In order to add a comment you must be logged in and have a screen name. Login Now. Filter Stories by Author. Raquo; Matthew Weatherley-White. Raquo; Nick Flores. Raquo; Guest Authors.

i3impact.com i3impact.com

About i3 - The CAPROCK Group

http://www.i3impact.com/about.php

Unlike philanthropy or government, Impact Investing–the power of capital markets matched with the "invisible heart" of impact investors–has the combination of scale, incentive, flexibility and creativity to drive solutions for institutional and global-scale solutions. The organizing rubric for these solutions is "Impact Investing," and those who seek to harness the power of the markets to solve the world's overwhelming challenges are known as "Impact Investors.". Filter Stories by Author.

i3impact.com i3impact.com

The Emperor Has No (Green) Clothes

http://www.i3impact.com/blog.php/The-Emperor-Has-No-Green-Clothes

Laquo; Back to blog. The Emperor Has No (Green) Clothes. We have started seeing a lot of greenwashing within the “green” bonds space. How does one recognize a legitimate green bond? However, this euphoria was instantaneously balanced with a creeping sense of dread: financial institutions had discovered green bonds. The marketing machine had found a new angle for pushing product. Bring on the greenwashing. Ugh. Greenwashing aside, we have embraced legitimate green bonds as an excellent source of capital o...

i3impact.com i3impact.com

Late Night Thoughts on Raising Capital, Part I (while listening to Massive Attack)

http://www.i3impact.com/blog.php/Late-Night-Thoughts

Laquo; Back to blog. Late Night Thoughts on Raising Capital, Part I (while listening to Massive Attack). I have heard from so many people, particularly in the impact investing community, that capital introduction professionals are just leeches. They serve no valid role in the financial services ecosystem. To make my point before the argument, I disagree. Quite strenuously, actually. But not universally. OK It is pretty late. Scratch that. It is. And you know what? Rely on my 20 years of investing experie...

i3impact.com i3impact.com

Resources/Links

http://www.i3impact.com/resources-links.php

Global Impact Investing Network (The GIIN):. The GIIN is a non-profit organization dedicated towards one end: increasing the scale, quality and effectiveness of impact investments. The GIIN tends to be focused on a more institutional approach, which is a critical stepping stone towards driving larger amounts of capital towards Impact. Impact Reporting and Investment Standards (IRIS):. Global Impact Investment Rating System (GIIRS):. Created in 2000 by Silicon Valley entrepreneurs and committed impact inv...

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TOTAL LINKS TO THIS WEBSITE

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The CAPROCK Group - a fresh perspective on family wealth management

The CAPROCK Group was founded on six observations. Investors want impartial advice but rarely get it. Most families would choose to enjoy their wealth rather than administer it. Accurately assessing opportunity in any asset class demands direct experience. Crafting a properly diversified portfolio requires more knowledge and time than one person can master. Assembling a performance report that captures the full scope of such a portfolio can be an overwhelming task. July 2015 Market Commentary. New resear...

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