Optimize your money and impact.


Experience the Conscious Difference.

Questions?
Get the conversation started by email or phone.

info@consciouscapital.pro
(213) 282-7905

Our Managed Investments


Discover the thought leadership of Conscious Capital Advisors.

Questions?
Get the conversation started by email or phone.

info@consciouscapital.pro
(213) 282-7905

Global Capital Appreciation


Our focused capital growth solution.

A tactical, multi-asset investment strategy designed to grow with sustainable considerations.

Global Income Opportunities


Our diversified income solution.

A risk-managed, multi-asset income strategy designed to provide a sustainable income with less capital.

Other
Influences


Our Innovative Solutions


Learn about the bespoke financial services of Conscious Capital Advisors.

Questions?
Get the conversation started by email or phone.

info@consciouscapital.pro
(213) 282-7905

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 process includes:

  • Investment Selection

  • Portfolio Construction

  • Risk Management

  • Trading and Implementation

  • Performance Monitoring

  • Considerations for Specific Causes

Read our Form ADV 2A for more information on our investing approach and advisory fees.

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 Planning

Read our Form ADV 2A for more information on our investing approach and advisory fees.

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

Read our Form ADV 2A for more information on our investing approach and advisory fees.

Our Company


Get to know the leadership and the vision behind Conscious Capital Advisors.

Questions?
Get the conversation started by email or phone.

info@consciouscapital.pro
(213) 282-7905

Our Leadership


Pursuing excellence and high standards in financial management.

Joseph Lu, CFA® has over a decade of experience as an investment professional, and is the founder and managing director, as well as an investment adviser representative of Conscious Capital Advisors.

Prior to founding Conscious Capital Advisors, Joseph Lu, CFA® worked as an investment professional with large institutional and private client money managers in the financial services industry. This firm is a unique combination of the most effective practices from his experience, implemented with a new technology infrastructure.

Read our Form ADV 2B for Joseph's experience and background.

Integrity First


Without our word, nothing else matters.

Conscious Capital Advisors is a firm with a culture of stewardship and respect. The priority of our company is to be of service and safeguard your assets, not sell a product. There is a distinct competitive advantage by prioritizing integrity into the practice of financial management. This is expanded upon in Putting Integrity into Finance.

Our company claims compliance with the CFA® Asset Manager Code, a code of conduct set forth by the CFA Institute for investment managers. This claim has not been verified by the CFA Institute.

Read our Code of Ethics in Item 11 of our Form ADV 2A.

Purposeful Capitalism


Changing the way people think about capitalism.

Many Americans feel like capitalism is broken.

This is because many enterprises operate with a shareholder primacy mindset, where the profit of company owners is above others. We believe that more sustainable corporate earnings are generated when relationships between owners, employees, and customers are balanced. Watch Jonathan Haidt of NYU Stern explain the difference: Shareholder Primacy vs Stakeholder Model

As allocators of financial capital, we stay grounded in the original purpose of our profession; to protect the assets of people, and to connect those with capital to those with ideas and energy.

New Client Enrollment


To begin working with us, follow these 2 steps:

1.

Get verified by filling out the following form and subscribing to the email list.

2.

Check your email and follow the instructions. One of our representatives will call you to support you in completing the process.

If you experience any difficulty at all, please contact us.

Questions?


Get the conversation started by email or phone.

info@consciouscapital.pro
(213) 282-7905