Meet Your Fiduciary Advisor
Independent wealth guidance anchored in rigorous portfolio discipline, personal fiduciary accountability, and sustainable investment principles.
Scott Smith
Founder & Fiduciary Advisor, CPM
Dedicated Fiduciary Wealth Management
Scott Smith brings over 20 years of comprehensive industry experience to Conscious Investment Services, LLC. As an independent fiduciary, Scott is steadfastly committed to placing client interests first in every strategic financial decision.
Holding the Chartered Portfolio Manager (CPM) credential, he unites rigorous quantitative asset management with sustainable, conscious-capitalism principles. The firm was built to empower individuals and families to achieve two vital goals at once: funding the lives they envision while intentionally avoiding the financing of practices that contradict their values.
Core Professional Competencies
Chartered Portfolio Manager (CPM)
Advanced asset management and institutional portfolio construction expertise.
20+ Years Industry Experience
Navigating diverse market cycles with disciplined risk-managed strategies.
Independent Fiduciary Duty
Legally bound to act strictly in the client's best interest at all times.
Conscious Capitalism Focus
Aligning growth portfolios with sustainability principles and corporate governance.
Fiduciary Duty & Advisory Standards
Clear guidance, complete transparency, and an unwavering legal obligation to put your best interests ahead of our own. Discover how our independent advisory structure protects your wealth and purpose.
The Fiduciary Pledge
CONSCIOUS INVESTMENT SERVICES
We operate exclusively as a fee-only Registered Investment Advisor. We do not sell proprietary products, answer to corporate sales quotas, or earn commissions on recommendations.
Model Comparison
As an independent Registered Investment Advisor (RIA), Conscious Investment Services operates under a permanent legal fiduciary mandate governed by the Investment Advisers Act of 1940. Traditional broker-dealers frequently operate under a suitability standard, allowing them to recommend proprietary or commission-paying products even if lower-cost, better-aligned alternatives exist. Our fiduciary status legally binds us to eliminate or disclose all conflicts of interest and put your financial welfare first in every portfolio decision.
Ready to review your current portfolio alignment?
Schedule an introductory conversation with our fiduciary team.