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Welcome
to "Rescuing high-net-worth investors from the financial services industry -- one millionaire at a time" Conservative Wealth Management LLC, a registered investment advisor, provides financial peace of mind to high-net-worth individuals, their families and foundations. Our goal is to improve the quality of our clients' lives by making them better investors. We seek to provide long-term risk-adjusted returns that (net of expenses) exceed what investors could get for themselves through either active management or passive indexing. We custom design bespoke investment portfolios addressed to our clients' unique personal circumstances. Clients are not dropped into generic asset allocations (convenient for the advisor but not always in the best interest of the client). Our clients are typically successful, high I.Q. individuals who could do a perfectly fine job managing money themselves, if they had the passion for financial history and economics, the time to track and stay abreast of markets (stocks, bonds, real estate, commodities, utilities, etc.), and access to institutional-class mutual funds (like those from Dimensional Fund Advisors) to tap into them. For people like these, the academic approach of Conservative Wealth Management LLC presents a highly cost-effective solution. Designed for long-term investors, not speculators, we strive to efficiently harvest the returns from global capital markets for the benefit of our clients. At the same time, we recognize that even globally indexed portfolios can be significantly underdiversified, offering investors sub-optimal returns for the amount of risk they take. Conservative wealth management means aggressively exploiting modern portfolio theory for the benefit of our clients. See if our philosophy makes sense for you... Pity the High Net Worth Investor
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