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.
Plan Today, Build Tomorrow
Scott Smith
Founder & Fiduciary Advisor
Chartered Portfolio Manager (CPM)
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.
- Rigorous exclusion of controversial industries
- Targeted capital deployment in sustainable leaders
- Clear, measurable environmental and social impact reporting
- Unbiased, fee-only independent RIA standard
- Actively rebalanced broad-market risk management
- Direct integration with comprehensive 5-step financial plans
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.
Key Deliverable
Values & Goals Blueprint
Key Deliverable
Diagnostic Gap Report
Key Deliverable
Custom Investment Policy
Key Deliverable
Fully Transitioned Portfolio
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.
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.
Detailed legal disclosure of advisory services, fee schedule, professional background, and material business practices.
SEC/State standardized summary explaining the nature of client relationships, fees, conflict policies, and disciplinary history.
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.