What is "The Conscious Portfolio"?

What Is This About?

Professionals have a duty to meet the needs of their clients based upon where the client is financially, but also spiritually and personally as well.  I’ve noticed an underserved part of the market for investors, where they want Conscious/Impact investment opportunities, but have a challenge finding them. I’ve also noticed that virtually no professionals provide deep risk management strategies, and certainly not ones that are designed to exceed the returns of the underlying investment, within this space. There is a great need in the market to integrate these dynamics for investors.

I hold some deeply personal beliefs, although I rarely discuss them with clients because it is not a necessary part of the relationship. But they revolve around ethics and spirituality, and they define my life.  I welcome partnerships with others who want to invest in a manner that fits their deeply-held convictions; it is very gratifying work.

True, there are not as many investment alternatives within the ESG/Conscious investing world. And many don’t outperform the traditional S&P 500 index, or the index they would normally be benchmarked against.  But the Conscious investor is more interested in ethical growth than in benchmarking results to something they disagree with.

What doesn’t change for Conscious investors is a desire to achieve maximum possible growth with minimum possible risk—and that’s where we are very different.  Providing alternatives to traditional holdings that meet the investor’s values standards, and then creating a structure surrounding it that minimizes loss potential and offers greater-than-fund return potential—that’s truly different.  We are proud of this work, and our place within the Conscious investor world.

Read more about our strategy on our site and in other blogs. We think you will see the difference very clearly—as clearly as you see the future with different eyes than most investors.