Conscient Capital, LLC

Conscient Capital offers portfolio management based on individual client goals and risk tolerance. They assess each client's financial situation and create a plan to select a suitable portfolio. Conscient Capital's services include investment strategy, asset allocation, and regular portfolio monitoring. They primarily invest in mutual funds, equities, bonds, ETFs, REITs, and government securities. Clients can impose restrictions on investments, but Conscient Capital reserves the right to terminate the relationship if restrictions hinder their ability to service the account.