Financial Services - multi family office

Boise, Idaho

United States

About The CAPROCK Group

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 world’s 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 Group’s prime objective: to introduce order and structure to financial affairs.

Becoming a Founding B Corporation was an opportunity to take a leadership role in positively impacting the lives of our clients, community, vendors, partners, and employees.

The Change We Seek®

By helping to re-think the way that financial services are conceived and experienced, CAPROCK Group seeks to become a role model for any service-based business. In short, by defining their value beyond purely financial metrics, they want to inspire similar companies to follow their lead.

More specifically, they believe that harnessing the power of the capital markets is the only way to bring the scale of resources necessary to address some of the great challenges we face. Energy, food, transportation, water, medicine, the environment, etc. will stretch the imagination and determination of entrepreneurs, government and society. They believe that the intersection of money and mission, of the invisible hand and the "invisible heart", will provide the answers we need. Impact Investing: redefining the meaning of capitalism. And they plan to help shape this redefinition.

What makes us a better company?

B Impact Report

Certified since: 

December 2007

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Company Highlights: 

Employees: 100% of employees reimbursed for continuing education; >50% of employees take time off for community service; All employees paid a living wage; 100% of individual/family health insurance premiums covered

Environment: >50% of facilities LEED certified; >51% of office supplies come from recycled materials; Policy to minimize travel; >25% of energy comes from renewable sources; % of renewable energy use increased annually

Community: >50% of ownership in same community as 2/3 of workforce; >60% of expenditures directed toward local suppliers; >50% of customers local; 200 hrs of volunteer service donated; >5% of net profits given to charitable organizations