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Our Mission
About The Conscious Portfolio
The Conscious Portfolio is a values-based investing approach designed for clients who want their money to reflect their mission. We help high-net-worth individuals, pensions and foundations invest in socially responsible, impact-driven portfolios aligned with their moral, emotional, environmental and spiritual beliefs. We do so while applying our lower-risk, higher-multiples-of-return approach.
Our Specialty
Clean Energy Funds
ESG Funds
Religious/Spiritual Investing
International Impact Funds
Invest in the world you want to live in.
Why Choose Us
Our 40+ year background and commitment to integrating ESG principles, ethical business practices, and purpose-driven opportunities into investment strategies sets us apart. We ensure that every portfolio aligns with our clients' values and financial goals.
Financial Guidance
Investment Risk Management
Customized Strategies
Client-Centric Approach
Investment Positions
BIRIX
BlackRock Sustainable Aware Advantage Large Cap Core
PRBLX
Parnassus Core Equity Fund Investor
PXWEX
Pax Ellevate Global Women's Leadership Fund
ESGD
iShares ESG MSCI EAFE ETF
SDG
iShares MSCI Global Impact ETF
VFTAX
Vanguard FTSE Social Index Fund Admiral
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
ICLN
iShares Global Clean Energy ETF
ESGE
iShares ESG MSCI EM ETF
USCL
iShares Climate Conscious & Transition MSCI USA ETF
ESGU
iShares ESG Aware MSCI USA ETF
SPYX
State Street S&P 500 Excluding Fossil Fuel
ERTH
Invesco MSCI Sustainable Future ETF
PBW
Invesco WilderHill Clean Energy ETF
IBB
iShares Biotechnology ETF
WGMI
CoinShares Bitcoin Mining ETF
FLKR
Franklin FTSE South Korea
SOXL
Direxion Semiconductor Bull 3X ETF
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