In 2003, a client asked a question that would change everything; "What was available for socially conscious investing?" There wasn't much at the time, so founder Brian Bengry set out to change that. He connected with the University of Wisconsin-Madison, where he joined a committee to help create a potential MBA concentration for sustainable management. Through his involvement in different research projects, Brian discovered an interest for a new kind of financial firm - one that cared about ethical values as much as good returns. Working at big financial institutions like Merrill Lynch and JP Morgan Chase gave Brian the experience and the motivation he needed to start just that kind of firm. After 8 years of questions, research, and overcoming roadblocks, Conscious Capital Management was born.
Since 2011, SRI (sustainable, responsible and impact) investing has expanded dramatically to become the fastest growing trend in the industry. As more and more clients start asking about ethical investing, more companies start to care. We remain as committed to ethical values today as we did 13 years ago, and carry that commitment over to you every day.
We believe a great financial firm begins with the highest standards of ethics and values. At the top of our ethical promise are those we serve. We put in place visible commitments to the responsibility we have to our clients and their best financial interests, like our Code of Ethics and Formal Investment Policy. Our clients' interests are backed by our fiduciary responsibility, a combination that is hard to find elsewhere. The right way to help people with their finances and investments begins with the right values, ethics, and commitments. We make these the cornerstone of everything we do and are proud of our promise to you.
Conscious Capital Management is a 100% independent investment advisory firm, connected directly to our clients. We don't have proprietary products, unnecessary commissions, or a Wall Street agenda, which means we also don't have conflicting interests. We work for you, and you alone.
What you see is what you get. We take your finances seriously and help you understand the process so you can stay informed about your investments. We believe that decisions should not be made for you, but with you, from beginning to end.
We utilize world class investment processes, cutting-edge technology, and proven market leaders to build the best portfolio for our clients. Our experienced financial advisors are best-in-class, and our partnerships with local organizations continue to propel us forward as a leader in SRI investing.
Being a responsible fiduciary comes with a high standard of expectations, a standard that we are proud to meet. We will always act with your best interest in mind. Our code of ethics and formal investment policy is just a part of our dedication to your financial goals.