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The Opportunity in Values-Aligned Investing

Episode 1, Season 1 | Featuring Nick Flores

In our inaugural episode, we are joined by Nick Flores from Caprock, a multi-family office and certified B corporation. Nick has developed a career-long passion for impact investing – helping wealth serve as a catalyst for generating positive, measurable impact alongside a financial return. At Caprock, Nick oversees $6 billion in assets and works directly with clients to align their portfolios with their social, environmental and financial priorities.

In this episode we discuss:

  • The merits and misconceptions about impact investing
  • Why aligning investments with your values does not mean sacrificing financial returns
  • What the differences between traditional versus impact investments mean for foundations


Foundation Source empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of cloud-based SaaS solutions and management services for private foundations, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology and offer a configurable suite of administrative, compliance, tax and advisory solutions that meet you where you are in your philanthropic journey.

For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.

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