The Alternative Vision Investing Process
The patterns in economies, currencies, and social forces that we are seeing today, while they may seem threatening at times, are similar to patterns that have happened before. Most people simply endured previous times of change because they had to, while others thrived because they saw what was coming and took action. Change inevitably comes whether people are ready for it or not, and for those who have the foresight to be prepared, change can translate into opportunity. At Conscient Capital, we constantly survey the latest developments economically, politically, and socially, and proactively adjust our strategies to work with the dynamic nature of our world today. In addition, we understand that historically, this level of change isn’t new and that there is a cyclical nature to the industry. We combine this knowledge and understanding of market history, our decades of experience in the industry, and our extensive present-day study of the market to create our unique perspective on the future, and an alternative vision. This is the foundation for Alternative Vision™ Investing.
- Step 1 – Conscious Awareness
Gaining awareness of the world is our investing reality, and understanding how that impacts your wealth is the first step. We’ll share a fascinating look at how we got to where we are and what we can do to protect, grow and help you derive income from your assets. This step to enlighten and educate is one that few other companies take the time to do, but we believe it is important.
- Step 2 – Expectations and Fit
You have goals, and money is a tool to get a job done. Our ideas are unique and are not for everyone. We take this time to decide if what we do is a fit for you. We don’t take on everyone because this is not status quo investing. It is investing for people who believe in the philosophy and the process.
- Step 3 – Personal Strategy
You get to see our distinctive plan for you and your assets. We’re not talking pie charts or typical asset allocations. We’re talking architecting a strategy with mathematical foundations that we’ll gladly walk you through so it is all crystal clear.
- Step 4 – On-boarding
You’ll find setting up your account is easy and transferring funds is trouble-free. Online access is available for all accounts and you’re able to view your current status at anytime.
- Step 5 – Monitoring & Communication
Your investments are monitored continually as we keep up with the economy, world events, global markets and more. You get absolute returns, not benchmarking against indexes. We monitor the portfolio, make adjustments and regularly communicate our progress and performance. Plus, you can call us at any time.
Conscient Capital is for people looking to grow and protect their assets in these times of uncertainty and beyond.
We specialize in investment strategy and portfolio management and have a custody relationship with Fidelity.
