ConsciousCap app for iPhone and iPad

Con·scious Cap·i·tal·ism
Aware of and responding to ones risks and impact within the financial ecosystem

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.

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.

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.

Contact Us To Learn More.

We are focused on the needs of every Conscious Capitalist. Everything from Custom Indexes, ESG Filters, Hedging Overlays, to our proprietary Research Insights. Were here to be a Conscious Guide.

tel: 800-403-4349
email: [email protected]