• Align Your Values With Your Investments

Wealth Management

Our capital management offering is designed for clients who desire:

  • An outstanding service experience based on a deep-trust relationship
  • A tailored roadmap for your personal wealth management goals
  • A clearly defined conscious portfolio investment process
  • A balanced and liquid portfolio designed to achieve your wealth objectives

The result is a cohesive investment plan at the core, a relationship of mutual trust and discipline, and an ability to help meet client-defined financial needs over time.

We use a top-down investment strategy to identify global macro trends that are both meaningful and investible looking forward 12+ months. We believe a prudent mix of capital preservation and growth is appropriate for our clients. We build models comprised of Equities, Individual Bonds, Exchange Traded Funds, and Closed-End Funds we determine to be of value.  These investment vehicles provide liquidity, transparency, and diversity.

Which of our conscious investment services are you looking for? Your Conscious Portfolio Creation? Fixed Income? Short- or Long-Term Capital Management?

ABOUT THE CONSCIOUS PORTFOLIO

Advocacy

We provide proactive guidance for the various services that help you reach your goals.

Rely on our experience to help you uncover a mindful approach to your complex planning needs and the providers who will help. We advocate for our clients seeking to meet complex and changing needs in the following areas:

Trust Services • Banking Services • Legacy Planning • Legal Services • Family Office Services • Tax / Accounting Services 

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