A New Investing Experience

CONSCIOUS CAPITAL MANAGEMENT

Professional Investing. Ethical Principles. Built just for you.

Your best interest is our biggest responsibility. 

Conscious Capital Management is a completely independent, responsible fiduciary investment firm. This means that we have a committed obligation to always act with your best interests in mind, with no commissions, no account fees, and no agenda. We are a fee only financial advisor and financial planner Wisconsin business. We pride ourselves on our independence and assured ability to provide you with objective advice and unbiased recommendations. By combining the latest in innovative technology with personalized investing guidance, we make sure your savings are working as hard as it can for your future. Check out our story to see how we got started, or look at our services to find out which is right for you.

Get Started Today

Reach out to us with your questions, comments, or to get your free investment review.

Contact us to Rollover an old 401k or move an investment account for Professional Management.

Tell us about yourself as a New Investor and we will start building your customized portfolio right away.

Invest in good causes, with good sense.

Your values shouldn't have to be separated from your financial decisions. We strive to give our clients the choice and ability to invest in a way they can feel good about, while helping them make a bigger personal impact. Whether it be through offering ethical retirement plans, supporting local communities, or the way we run our business, we hold ourselves to a higher standard. Our commitment to ethical values and sustainable practices is what sets CCM apart from all the other financial firms, and it shows in our performance. See how a Madison socially conscious financial advisor can help you today and learn more by visiting our Ethical Investing page, or find out how ethical your current portfolio is through our free Ethical Investor report.

Affordable management for every goal.

Your goals are our goals, and we intend to make them possible without making service compromises, charging high fees, or taking up a lot of your time. You can choose your preferred approach and we will build you a globally diversified portfolio, managed with proven principles and smart technology. We start with a simple .5% management fee that only gets lower, and a low minimum investment of $10,000. No commissions. No account fees. No sales loads. Find out more about our portfolio management offerings through our two unique approaches.

WHAT WE DO

Affordable management for every goal.

Your goals are our goals, and we intend to make them possible without making service compromises, charging high fees, or taking up a lot of your time. You can choose your preferred approach and we will build you a globally diversified portfolio, managed with proven principles and smart technology. Our Simple Investing Services starts with a simple .5% management fee that only gets lower, and a low minimum investment of $10,000, while our Personal Advisory Services offers a more comprehensive, all-inclusive financial peace of mind. No commissions. No account fees. No sales loads. Find out more about our portfolio management options for your long-term commitments through Simple Investing or Personal Advisory, or take a look at our Financial Planning Services for any short-term goals. 

Check us out for free.

Send us an email requesting your free review of your current investments and get a recommended strategy on next steps to take. If you want a more detailed first look, fill out our New Investor Form. We'll send you an investment analysis with our recommendations and a personal investment policy with no cost or obligation to continue working with us.  Give us a try today and start building for a better tomorrow.

Contact Us

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Sending us a question or requesting information on any topic is always kept private. Your email and any information provided is never shared.

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Conscious Capital Management is a registered investment adviser. We have a goal to provide Madison  Wisconsin's best Financial Advisors, Financial Planners and Socially Responsible Financial Advisors. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. This website is intended for Wisconsin residents only.

©2016 BY CONSCIOUS CAPITAL MANAGEMENT, LLC | ALL RIGHTS RESERVED

  PRIVACY STATEMENT | ADV 2A-CLIENT BROCHURE

team@ccminvestment.com
608-843-6377
8383 Greenway Blvd
Suite 600
Middleton, WI 53562