About Us

Our Leadership

Excellence in investment management.

Conscious Capital Advisors was founded in 2019 by Joseph Lu, CFA®, a portfolio manager and quantitative analyst with over a decade of experience in the asset management industry.

Why did I create Conscious Capital Advisors?

Our Vision

A new form of capitalism. 

Many young Americans feel like capitalism is broken. My vision is to create a form of capitalism that works for everyone. This can be accomplished by adopting a mindset that looks at both profits and people. I believe that business is primarily about human relationships, not money.

Conscious Capital Advisors itself strives to remain grounded in the original value-added function of the financial industry; matching surplus capital with entrepreneurs.


Like what you see? 

Schedule a meeting with us now and discover how our expertise and services can add value to your portfolio.