Conscious Capital Advisors is an independent, minority-owned registered investment advisor from California that seeks to generate alpha sustainably through security selection, asset allocation, and thoughtful implementation & rebalancing. The firm 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.
# | Location | Address | |
---|---|---|---|
1. | Newport Beach, California, US | 4533 MacArthur Blvd ste a 2139, Newport Beach, CA 92660, USA |
# | Contact Info | Location |
---|---|---|
1. |
Joseph Lu, CFAManaging DirectorJoseph Lu, CFA, is an expert at financial modeling and quantitative analysis, providing investment and strategic advice to executives, business owners and institutional investors. He combines an ed...View Profile |
    Newport Beach, California, US |