Affordable accessibility.

401ks. IRAs. Mutual Funds. Money Markets. Bonds and ETFs. If these terms are unfamiliar or intimidating to you, simple investing is a great place to start. We built simple investing services to help every investor get the professional financial help they need without the expensive fees, high investment minimums, or lengthy time commitments. We can help you rollover old 401ks, take a savings account and invest it at an affordable rate, and even show you how to be a part of socially responsible investing. Take a look at our two unique approaches and start building for your future today.

The Optimal Portfolio

We've blended the very best in smart technology and complete investment management with the personal presence of a local office to make it easy for investors of all sizes to get the professional financial help they need, without the professional fees. Each portfolio is custom built using the individual financial circumstances, personal preferences & investing parameters outlined in your personal investment policy. We allocate an optimal balance of stocks and bonds using a fundamental investing approach with academically proven financial principles and world class index investments. Adding on innovative financial technology means you get a globally diversified portfolio with automated efficiency, at a fraction of the time and cost. 

 

Professional Portfolio Management

  • Personal investment plan appointment

  • Annual consultation + review

  • Quarterly reports + updates

  • Goal progress report

  • Ongoing advice + guidance

  • Local Madison, WI office

Smart

Technology

  • Effective rebalancing

  • Tax-loss harvesting

  • Cash flow management

  • Trading execution

Low

Cost

  • .5% or lower annual management fee

  • No transaction fees

  • No trading fees

  • No account fees

  • No load mutual funds

  • Low $10k minimum

The Ethical Portfolio

Research has shown that integrating additional ethical measurements into the financial analysis process reduces risk and improves consistency in return over time. We build each portfolio using academic principles, proven investing methods, and world class ethical investments.  You can feel good about saving for your future knowing you're invested in areas like Women's Leadership & Social Equality, Environmental Stewardship & Sustainability, and Ethical Governance & Community Development. The Ethical Approach includes all the services provided in The Optimal Approach at the same low cost, but goes even further to serve a greater purpose beyond your own needs. Visit our ethical investing page to learn more about sustainable, responsible, and impact investing.

Professional Portfolio Management

  • Personal investment plan appointment

  • Annual consultation + review

  • Quarterly reports + updates

  • Goal progress report

  • Ongoing advice + guidance

  • Local Madison, WI office

Smart Technology

  • Effective rebalancing

  • Tax-loss harvesting

  • Cash flow management

  • Trading execution

Low Cost

  • .5% or lower annual management fee

  • No transaction fees

  • No trading fees

  • No account fees

  • No load mutual funds

  • Low $10k minimum

 

Investing Forward

  • Proven financial results

  • SRI (sustainable, responsible, impact) investing is the fastest growing investment trend

  • Aligns financial goals with personal values

  • Invest in world class ethical funds

Team Expertise

  • Conscious Capital Management financial professionals

  • Morningstar software and research 

  • TD Ameritrade accounts and support

Diversified Portfolio

  • Variety of ESG sectors to choose from

  • Local + international funds

  • Support causes and initiatives that you care about

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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