Financial Services

INVESTMENT MANAGEMENT

Actively-managed portfolios driven by original research.

Sadly, global investment returns today may not be as high as they once were. As a result, we believe we're responsible for putting more thought into every investment decision made on behalf of our clients to counter this.

We offer separately managed accounts (“SMAs”) that utilize institutional quality investment strategies. Conscious Capital Advisors' investment process combines environmental, social, governance ("ESG") security selection with proprietary risk management and mindful implementation. We also consider liquid alternative asset exposures, such as real estate, private equity, and commodities in our investing as well.

Our investment management solutions includes:

  • Investment Selection
  • Portfolio Construction
  • Risk Management
  • Trading and Implementation
  • Performance Monitoring
  • Considerations for Specific Causes

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WEALTH MANAGEMENT

Building and protecting the legacies of our clients.

Many of business owners and corporate executives find themselves in a position where a significant portion of their wealth is tied to a single private or public equity holding. As a result, their financial well being is tied to company-specific, economic sector, and/or geopolitical risks. A single low-cost basis can also have considerable tax consequences upon liquidation.

Conscious Capital Advisors provides wealth management solutions to build and protect wealth from the financial risks that come from being a company owner so you can effectively transfer your hard-earned wealth to your heirs and beneficiaries.

Our wealth management solutions include:

  • Tax-Aware Portfolio Management
  • Financial Risk Hedging
  • Charitable Planning and Bequeathment
  • Cash Use Management
  • Business Succession Planning

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FINANCIAL PLANNING

Consider us your personal CFO.

Where do you want to be in the future and how will you get there? Our goal is to provide our clients with an answer to these questions. We support organizations and individuals in fully understanding their cash flows and financial lives.

Conscious Capital Advisors aims for a superior client experience over other registered investment advisors by truly understanding you. Our unique psychometric tools and financial planning processes work to create a smooth experience for you and your family. We have also incorporated a simple fee structure, so you know exactly how much we're charging for our services.

Our financial planning solutions include:

  • Personal Financial Modeling
  • Asset, Liability and Cash Flow Analysis
  • Withdrawal Strategy
  • Risk Mitigation
  • Retirement Planning
  • Estate Planning

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