More 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 two decades of experience in the investment management industry.
Our Vision
A new form of capitalism.
Many young Americans feel like capitalism is broken. Our 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. We 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.
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Schedule a meeting with us now and discover how our expertise and services can add value to your portfolio.