Con·scious

Cap·i·tal·ism

Aware of and responding to ones risks and impact 

within the financial ecosystem

Open Account

Personalized Direct Indexing

Choose Your

Benchmarks

Tracker Series

Factor Series

Alternative Series

Choose Your

Overlays

Tax

ESG

Tail-Risk

Open Account

Choose Your

Sensitivities

Transition Cost

Tracking Error

Turnover

Impact Conscious.

ESG "X-Ray"

Understanding your Investment Impact is at the root of being a Conscious Capitalist, but “ESG” considerations should not exist in a vacuum.  Rather, your approach to “ESG” should be evaluated within the context of your existing portfolio risk profile (e.g. Factor tilts, sector tilts, etc.).  We developed the “ESG X-Ray” tool to provide investors with actionable insights about their existing ESG profile within their portfolio.  To achieve a desired outcome, one must be conscious of where they’ve started.

X-Ray your Portfolio

Risk
Conscious.

Eliminating Risk Is Not An Option.
Taking Smart Risk is.

Understanding your Risks is key to guiding your investment path.  The world is rapidly changing and so are the risks facing investors.  Market, geopolitical and fiat risks are all increasing…along with the “unknown unknowns”….in a much more poignant way than past generations of investors have experienced.  This is why risk-identification and risk-control are core to our philosophy.  It’s not about eliminating all risks, it’s about managing your compensated risks.

MERLIN Tail-Risk

Outcome conscious.

One Size does not fit all

Personalized Direct Indexing is a technological revolution. Like the ETF before it, Direct Indexing is a democratizing force for investors, and one that allows unprecedented levels of customization.


It’s about personalizing your preferences, personalizing your risk, and personalizing your outcomes. You’ve worked hard for your capital, now you can be Conscious of how your capital works for you.

Become a Conscious Capitalist
"Impact Investing has been our core focus for decades but it's so much more than just so-called 'ESG' tilts. To do it properly requires an approach that also recognizes risks as well as desired outcomes."
Myrna R.
ConsciousCap Ambassador
"Having been delivering custom direct indexing solutions for over 2 decades, we aren't easily moved by the latest buzzwords. That's why we like the holistic approach espoused by Conscious Capital. Any proper fiduciary has to take a comprehensive look at the portfolio before even considering introducing ESG tilts. This is where 99% of 'Direct Indexing' providers fail."
Don R.
ConsciousCap Ambassador
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