Conservest Capital Advisors, Inc.

EST. AUM
$1,724,888,131

CONTACTS
6

CLIENT ACCOUNTS
298

Firm Details

Metro area Philadelphia
CRD Number 111353
Website conservest.com
Client types

Overview

Conservest Capital Advisors, Inc., founded in 1993 by Bruce E. Kardon, provides personalized investment advisory and financial planning services. The firm emphasizes a client-specific approach, beginning with a detailed interview to shape an investment strategy and policy tailored to each client’s objectives, risk tolerance, and financial circumstances. Conservest’s primary focus is on preserving and growing capital through diversified, individually managed portfolios that typically include a blend of equities and fixed-income investments. Their equity strategy centers on exchange-traded funds (ETFs) and mutual funds to ensure diversification, while fixed-income investments focus on individual bonds for control over credit quality and yield.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Conservest Capital Advisors, Inc.

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