Castle Rock Investment Company is an independent registered investment adviser located in Castle Rock, Colorado. We are experts in advising workplace retirement plans, including 401(a), 401(k), 403(b), 457, profit sharing, employee stock ownership, and defined benefit plans.
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 best advice without any conflicts of interest.
Castle Rock Investment Company is registered as an investment adviser in Colorado, Nebraska and Texas. If you would like more information on how Castle Rock can serve as your retirement plan adviser and consultant, please send inquiries to info@CastleRockInvesting.com or call (303) 725-7086.
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