Conscious Capital Management is an independent, fiduciary, fee only investment firm. This important difference means our loyalty is to our clients, reinforced by a legal oath to act in your best financial interests, and with a single-fee promise that assures you receive objective advice and unbiased recommendations.
Combining financial planning with our portfolio management services means you can be confident that every decision is made with your goals, needs, and preferences in mind. And with more than two decades of managing investments, we have the professional experience and knowledge that comes with navigating the markets through multiple up and down cycles.
Combining financial planning with our portfolio management services means you can be confident that every decision is made with your goals, needs, and preferences in mind. And with more than two decades of managing investments, we have the professional experience and knowledge that comes with navigating the markets through multiple up and down cycles.
Services
Conscious Capital Management is a fully independent, fee-only Registered Investment Advisor specializing in financial planning and disciplined, long-term investment management services. Our client-centric approach ensures you can expect our integrity, expertise, and objectivity to be both personal and responsive.
Our financial service includes planning, management and ongoing guidance to give you the most comprehensive and dedicated service available. We'll help you manage your wealth and grow it for the future using smart technology, strategic allocations, fundamental financial principles, and the optimal investments for your personal goals.
We are a planning-based investment firm taking a real-life approach. Which means we put financial planning at the top of our governing philosophy to guide your financial decisions and help you achieve your goals. But manage it as a continuous process of preparing you financially for any unexpected events or changing targets.
Our investment philosophy is grounded in nearly a century of rigorous academic research and relies on evidence rather than forecasts and predictions. Evidence-based portfolios are low cost, globally diversified, and aim to capture market rates of return in the most tax efficient manner possible.
In addition, we use the evidence provided by Nobel Prize winning researchers to target areas of the global stock and bond markets which have provided higher returns to investors over the long term.We'd enjoy the opportunity to share with you how our philosophy has added significant value to our clients' portfolios over the long term.
In addition, we use the evidence provided by Nobel Prize winning researchers to target areas of the global stock and bond markets which have provided higher returns to investors over the long term.We'd enjoy the opportunity to share with you how our philosophy has added significant value to our clients' portfolios over the long term.
We believe the power to change the world lies in your hands. You might buy certain goods, donate to charity, and try to lend a helping hand whenever you can. You do those things because you have a sense of what you do today, makes the world a better place for the generations of tomorrow. However, you may have yet to explore your greatest way to influence, empower, and create change in a manner that doesn't require you to do a thing.
Reviews
Be the first to review Conscious Capital Management.
Write a Review
