Conservest Capital Advisors, Inc.
Conservest Capital Advisors, Inc. is a boutique investment advisory and financial planning firm headquartered in Wynnewood, Pennsylvania. Founded in April 1993 by Bruce E. Kardon, the firm operates as a fee-only SEC-registered investment adviser, serving primarily high net worth individuals, along with some pensions, charitable organizations, and corporations. As of 2025, Conservest employs 6 staff members and manages $1.7 billion in assets. The firm emphasizes personalized service and fiduciary care for its clients.
Investment Strategy
Conservest Capital Advisors designs individually customized investment strategies for each client, focusing on interpreting investment objectives and risk tolerance, asset selection and allocation, and the regular monitoring of portfolios. Their philosophy centers on developing and documenting an investment policy that fits each client's specific goals, time horizon, and risk-return profile. The firm is committed to preserving and growing capital through active oversight, diversified asset allocation, and ongoing adjustments in response to changing market conditions and client needs. Their approach emphasizes long-term planning, prudent risk management, and careful consideration of both returns and risks across multiple capital markets.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 14.97% | $151.6M | 245,382 | $291.21 | $617.85 | +$12.6M |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 12.21% | $123.6M | 218,195 | $343.59 | $566.48 | +$4.7M |
X XLK | SELECT SECTOR SPDR TR | 11.83% | $119.8M | 472,929 | $67.59 | $253.23 | +$19.8M |
X XLV | SELECT SECTOR SPDR TR | 6.53% | $66.1M | 490,691 | $83.68 | $134.79 | -$7.5M |
J JIRE | J P MORGAN EXCHANGE TRADED F | 6.07% | $61.4M | 868,178 | $63.66 | $70.77 | +$5.7M |