Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-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, defined benefit plans and individual financial planning.
Castle Rock Investment Company is committed to the success of plan sponsors and to their employees. We are contractually obligated in writing to each client as a fiduciary as defined in ERISA. We currently serve clients in an array of industries, including manufacturing, financial services, warehouse logistics, and government.
For more information on Castle Rock Investment Company’s services, please contact us at 303-725-7086.