Investment Philosophy

When most people think of investing, they think stocks and bonds. Their minds conjure up familiar terms like buy and hold, diversification, and maybe even asset allocation. Years of watching the evening news, reading the morning paper, and even past experience with traditional investment models has conditioned most to think of investing as being synonymous with the Dow Jones or the S&P 500 index.

But the truth is that the real universe of investments is much bigger than that, and that not understanding the big picture can lead to both missed opportunities and unnecessary losses. Every day, the world we live in becomes more globally interconnected, more complex, and more volatile. Given these circumstances, we feel that now more than ever, investors must go beyond traditional approaches of the past. At Conscient Capital, broadening our investment horizons is essential to your long term success.

Conscient Capital provides active portfolio management, and seeks investment opportunities that provide our clients with favorable risk/reward opportunities. Our recommendations are based on rigorous independent research and we only invest in assets in which we have strong fundamental conviction. All portfolios are individually managed and custom tailored to fit the unique needs of each client.

Strategies


At Conscient Capital, we have strategies that go far beyond the conventional approaches of asset allocation, long only, or buy and hold. Through active portfolio management, we use tools such as currencies, options, and ETFs, to hedge positions against big losses, create income on an ongoing basis, and protect against the consequences caused by central bank monetary policies.

We seek to provide true diversification from US stocks by owning assets that provide complementary returns, meaning they perform independently of how the overall market is doing. Liquidity and transparency are very important to us and therefore we focus primarily on publicly traded investments.

While the strategies we use are not new (many of them have been widely used by institutions and endowments for decades), they are also not commonly available to the retail investor. Thoughtful application of these is what makes Alternative Vision™ Investing our distinctive client centered edge.

advisors