Caprock ’s Post

We are excited to welcome our newest Caprock team member, Evan Bermensolo! Evan will be joining our Boise office as a data reconciliation analyst. He will support our reporting team in ensuring client account data is accurate. Welcome to the team, Evan!

Impact investing provides a powerful way to leverage wealth for the positive change investors want to create in the world. However, investors seeking alignment of their values with their portfolios are often deterred by several misconceptions. Nicki Northcott, Client Advisor at Caprock, addresses the top concerns and demystifies impact investing in her new article, “Doing Well by Doing Good – Busting Impact Investing Myths”. Read the full article here: https://bit.ly/44Ehloj

We are pleased to introduce our newest Caprock team member, Porter Milner. He will be joining our Park City office as a Client Associate. Welcome to the team, Porter!

We are proud to share that #Caprock's Impact Reporting (CIR) platform is a finalist for a 2024 WealthManagement.com #Wealthies award in the Client Initiatives category. This awards program, now in its 10th year, recognizes companies, people and organizations that support #financialadvisor success. More than 1,000 entries representing more than 400 firms were reviewed by a panel of judges. Final recipients will be announced at a Sept. 5 event. We are honored to have our impact reporting and management platform recognized among industry peers for delivering a proprietary reporting tool that is an extension of Caprock's client-first approach. Learn more at https://lnkd.in/eSSAV6Nc

Our advisors came together in Scottsdale this week for the annual Caprock Advisor Summit. Over the last few days, our team has collaborated diligently, sharing ideas and strategizing the best way to serve our clients. It has been a great opportunity to learn from one another and continue to build quality relationships with our newest team members! #WealthManagement #MultiFamilyOffice

Looking to join our team? Our Boise office is hiring! Apply today: https://lnkd.in/gH8TPk7u

Thursday night, we co-hosted the Changemakers’ Dinner & Dialogue with special guest Sheila Morovati. Sheila spoke about her new book, Imperfect Environmentalist, and her compelling journey of funding two incredible non-profits, Habits of Waste and CrayonCollection. Each guest also received a signed copy of Imperfect Environmentalist. A special thank you to our co-host, RSM for their support. It was a truly inspiring evening! #WealthManagement #ImpactInvesting

We're proud to be among the national firms listed in USA TODAY's 2024 ranking of Top Financial Advisory Firms. Caprock was ranked No. 15 on the list of firms with more than $5 billion in AUM, and No. 43 overall. The list of 500 national RIAs was compiled by USA Today and market research firm Statista and based on the "growth of the companies' assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers." Learn more about the list at https://bit.ly/49Xf1cU #WealthManagement #FinancialServices #FinancialAdvisors Caprock paid no application fee to be included in the ranking.