Step 1
Get Acquainted
Get started by scheduling your complimentary call.
Our Process
A Trusted Partner for You and Your Family
Build
Our investment process begins with listening to your objectives, values, concerns and preferences. We then work with you to select a long-term strategy and asset allocation that best aligns your return objectives with your ability and willingness to take risk. We develop an investment plan that provides the balance and diversification essential to pursuing consistent returns, and customize the investments in your portfolio to work towards your requirements.
Manage
We help you make sense of the wide array of investment choices by selecting appropriate fixed income, equity, and alternative investments based on fundamental analysis. We provide objective advice and select investments for you from a broad universe of choices. We employ both active and index styles of investing as appropriate throughout our portfolio construction, in pursuit best possible after-tax, after-fee results for you.
Preserve
Our Investment philosophy integrates the core investment principles of portfolio diversification, risk management, and disciplined long-term investing. Our goal is to keep your investments and investment strategy on track during periods of market volatility. We believe that costs and taxes can dramatically reduce returns and we will seek to minimize them by managing trading costs, and tax implications. We review your portfolio regularly and rebalance when appropriate so that your investments stay aligned with your objectives.
The strategy that Conscience Bay Capital builds for you is not just any strategy, it is your strategy.
When you partner with us it will look like the following:
Step 2
Discovery Meeting
In-Person or virtually, we will begin to take a deeper dive into your unique financial picture
Step 3
Organize & Plan
We will get to work collaboratively to organize and develop a comprehensive strategy
Step 4
Present & Implement
We will discuss our findings and solutions and put your plan into action when we deem appropriate.
Step 5
Ongoing Partnership
We will continue on your path to financial independence together through regular reviews and ongoing update.
“Rule No. 1 is never lose money. Rule No. 2 is to never forget Rule No. 1!.”
-Warren Buffett
