Independent RIA · FiduciarySan Diego & Virtual Advisory

CONSCIOUS INVESTMENT SERVICES, LLC

Planning, Management and Sustainable Awareness

We work with individuals and families who want their money to do two jobs at once: fund the life they want, and avoid financing the things they don’t.

Retirement and College Planning
Active Portfolio Management
Wealth Protection Strategies

Over 20 years experience

Institutional Discipline & Fiduciary Care

San Diego Pacific coastline with natural bluffs and ocean view
Sustainable Wealth Management

Plan Today, Build Tomorrow

Scott Smith, Founder and Fiduciary Advisor
CPM

Scott Smith

Founder & Fiduciary Advisor

Chartered Portfolio Manager (CPM)

San Diego RIAFiduciary StandardVirtual & In-Person
Investment Philosophy

Fiduciary Wealth Management Built for Two Jobs at Once

Conventional wealth management often treats ethical considerations as an afterthought or forces investors to choose between their principles and their performance. We reject that trade-off.

At Conscious Investment Services, we manage portfolios that simultaneously fund the life you envision and avoid financing the business models you do not support. As independent San Diego fiduciaries, we combine rigorous mathematical diversification with conscious-capitalism principles to serve your long-term security.

Purposeful Allocation
Aligning Capital with Personal Values
Every portfolio is constructed to reflect sustainability and conscious capitalism principles. We avoid funding practices that contradict your standards while actively seeking companies driving positive, durable transformation.
  • Rigorous exclusion of controversial industries
  • Targeted capital deployment in sustainable leaders
  • Clear, measurable environmental and social impact reporting
Fiduciary Rigor
Preserving Institutional Diversification
Conscious investing never means compromising on disciplined asset allocation. We maintain global diversification, active risk management, and tax-efficient structures designed to compound multi-generational wealth.
  • Unbiased, fee-only independent RIA standard
  • Actively rebalanced broad-market risk management
  • Direct integration with comprehensive 5-step financial plans
Fiduciary Process

Comprehensive 5-Step Planning Overview

A disciplined, transparent journey designed to make your wealth fund the life you want while reflecting conscious stewardship and uncompromising rigor.

01
Discovery & Alignment
Understanding What Matters
We begin by clarifying your financial requirements, personal values, and life aspirations. We outline what your wealth must fund and what principles guide your wealth.

Key Deliverable

Values & Goals Blueprint

02
Diagnostic Analysis
Portfolio & Risk Audit
A comprehensive review of your existing assets, tax positioning, fee structures, and sustainability exposure to identify inefficiencies or misalignments.

Key Deliverable

Diagnostic Gap Report

03
Strategy Formulation
The Conscious Plan
We build a personalized, actively managed wealth roadmap balancing prudent cash-flow needs, tax-aware asset location, and vetted sustainable asset allocation.

Key Deliverable

Custom Investment Policy

04
Seamless Implementation
Disciplined Execution
Fiduciary transition of accounts, customized portfolio deployment, and strategic tax-loss rebalancing without disrupting ongoing liquidity requirements.

Key Deliverable

Fully Transitioned Portfolio

05
Active Monitoring
Stewardship & Evolution
Continuous market monitoring, rebalancing triggers, life milestone updates, and transparent reporting to keep your portfolio aligned year after year.

Key Deliverable

Regular Reviews & Impact Reports

Independent RIA · Fiduciary Standard in Every Phase

We are legally bound to act in your best interest. No proprietary products, hidden commissions, or opaque incentives.

Thought Leadership

Recent Insights & Market Perspectives

Disciplined analysis, conscious allocation strategies, and actionable fiduciary updates for long-term investors.

Fiduciary Standard & Institutional Governance

Regulatory Transparency & Credentials

CONSCIOUS INVESTMENT SERVICES, LLC operates under a strict fiduciary standard. As an independent Registered Investment Advisor (RIA) based in San Diego, our duty is exclusively aligned with the preservation and ethical growth of your wealth.

Professional Credential
Chartered Portfolio Manager (CPM)
Rigorous certification reflecting mastery in quantitative asset allocation, valuation analysis, and active fiduciary portfolio management over 20+ years.
Held by Founder Scott Smith
Independent Status
California Registered RIA
CONSCIOUS INVESTMENT SERVICES, LLC is an Independent Registered Investment Advisor based in San Diego, California, serving local and virtual clients.
Direct Fiduciary Accountability
Legal Obligation
Unwavering Fiduciary Oath
We are bound by law to act exclusively in your best interest at all times, with zero proprietary product quotas, no hidden commissions, and total fee transparency.
100% Fee-Only Model
Statutory Disclosures
Firm Brochure
Updated & Active
Form ADV (Part 2A & 2B)

Detailed legal disclosure of advisory services, fee schedule, professional background, and material business practices.

Relationship Summary
Compliant Filing
Form CRS

SEC/State standardized summary explaining the nature of client relationships, fees, conflict policies, and disciplinary history.

Data Protection
Bank-Grade Privacy
Privacy Policy

Strict non-public personal information protection guidelines ensuring client financial records remain strictly confidential and secure.

Important Investment & Risk Considerations

CONSCIOUS INVESTMENT SERVICES, LLC is a Registered Investment Advisor providing advisory services in California and in other jurisdictions where exempted. Registration as an investment advisor does not imply any level of skill or training.

Past performance is no guarantee of future returns. Investing involves risk, including the possible loss of principal. Asset allocation and diversification strategies do not ensure a profit or protect against loss in declining markets. Conscious capitalism and sustainable investment criteria may limit investment opportunities available to clients compared to strategies without such criteria.

San Diego, California | Serving Clients in California & Virtually