thecaprockgroup.com
The CAPROCK Group - a fresh perspective on family wealth management
http://www.thecaprockgroup.com/index.php
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 2016 Market Commentary. Raquo; Com...
thecaprockgroup.com
Impact Investing
http://www.thecaprockgroup.com/impact-investing.php
Raquo; Compare Us. Raquo; Performance and Reporting. Raquo; Our Proprietary Toolbox. Raquo; Asset Classes. One of the most provocative investment themes to emerge from the financial crisis is “Impact Investing.” But what is “Impact Investing”? At the most strategic level, impact investing is based on the idea that philanthropy and government intervention alone cannot solve the primary challenges that the globe faces. Specifically, an Impact Investment seeks financial return as well as. Raquo; Our Approach.
thecaprockgroup.com
Team
http://www.thecaprockgroup.com/team.php
Gregory A. Brown. William G. Gilbert, Jr. Jeffrey M. Gumeson, CFA. Mark Gustafson, CFA. Natalie D. Holm, CFA. Jefferson Jewell, Esq. Kyle V. Mylius, CFA. Client Services, Reporting, and Investment Research. Robert K. Kim. Brian Pruniski, CFA. Dan Yeung, CFA. Raquo; Mark Gustafson, CFA. Raquo; Richard Rock. 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.
iparimpact.com
iPAR
https://iparimpact.com/ipar-overview/impact-evaluation
Assess and pursue the impact you seek. Reflects our assessment of social and/or environmental benefit(s) sought. Quantifies our analysis of the various risks that threaten successful implementation of the impact strategy. A measure of an entity’s impact authenticity, this figure may also be substituted with a GIIRS Rating. IPAR allows for comparisons across strategies and asset classes. A measure of the impact outcome(s), both intended and achieved. Based on the comprehensive GIIRS Rating. The Firm Score...
thecaprockgroup.com
About Us
http://www.thecaprockgroup.com/about-us.php
Raquo; Compare Us. Raquo; Performance and Reporting. Raquo; Our Proprietary Toolbox. Raquo; Asset Classes. Raquo; Impact Investing. Established in 2005, The CAPROCK Group is a multi-family office with locations in San Jose, Seattle, Newport Beach, Park City, and Boise. We strive to become true partners with our clients, helping them to protect and grow their wealth with a full range of financial solutions that are strategically customized for each family's unique circumstances. Raquo; Our Approach.
thecaprockgroup.com
Our Proprietary Toolbox
http://www.thecaprockgroup.com/our-proprietary-toolbox.php
Raquo; Compare Us. Raquo; Performance and Reporting. Raquo; Asset Classes. Raquo; Impact Investing. Lifetime Discounted Cash Flow Model. The CAPROCK Group’s proprietary model calculates the present value of future liabilities, spending and cash needs, and then sets that value against your asset base. The goal of the Lifetime Discounted Cash Flow Model is to benchmark a family’s net worth today, and ensure that it will meet cash flow needs over time. The CAPROCK 360 Balance Sheet™. Raquo; Our Approach.
thecaprockgroup.com
Asset Classes
http://www.thecaprockgroup.com/asset-classes.php
Raquo; Compare Us. Raquo; Performance and Reporting. Raquo; Our Proprietary Toolbox. Raquo; Impact Investing. Diversification benefits are derived from the lack of correlation among these six asset classes. This correlation variance is due to the divergent return drivers associated with each opportunity: the level and direction of corporate profits, the level and direction of interest rates and the inflationary environment, to name a few. It is important to note that direct experience is required to accu...
thecaprockgroup.com
Comments and Observations
http://www.thecaprockgroup.com/comments-and-observations.php
Results: 1 - 5) Total results: 68. July 2016 Market Commentary. Global equity markets shrugged off any lingering anxiety over Britain s exit from the European Union ( Brexit ), with every major index finishing in positive territory for the month. Raquo; Read More. June 2016 Market Commentary. Great Britain s historic vote to exit the European Union ( Brexit ) roiled the capital markets in June, as every major equity index around the globe initially responded with a precipitous decline. Raquo; Read More.
iparimpact.com
iPAR
https://iparimpact.com/managers
How will your investors tell your impact story? How does iPAR help? IPAR offers standardized impact classification and metrics. Dynamic visual data highlights the nuances of your impact strategy. Transparent communication with the various impact actors. Communicating impact. with the manager in mind. Designed to simply and succintly communicate your impact strategy to a targeted and qualified audience. Illustrate your impact intention(s) through iPAR's intuitive iconography. Why Does This Matter? We have...
