Castle Rock Investment Company

Financial ServicesColorado, United States2-10 Employees

Castle Rock Investment Company ("Castle Rock") is an independent woman-owned registered investment adviser located in Castle Rock, Colorado. We specialize in advising workplace retirement plans, including 401(a), 401(k), 403(b), 457, profit sharing, employee stock ownership, and defined benefit plans. To further support businesses, the firm offers a Pooled Employer Plan (PEP), providing a scalable and customizable retirement solution with benefits such as outsourced administration, employer tax credits, and competitive investment options.

Castle Rock is committed to the success of plan sponsors and to their employees and is contractually obligated in writing as a fiduciary to each client as defined in ERISA. In addition to a prudent process, price transparency is crucial to the success of a retirement plan. Castle Rock provides full fee disclosure to every client to ensure they know exactly how much they are paying and reaffirm they are receiving the highest quality advice without any conflicts of interest.

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