Conservest Capital Advisors Inc

Bruce Kardon is a Series 65-licensed advisor with Conservest Capital Advisors Inc, based in Wynnewood, PA. He has 32 years of industry experience and has been with Conservest since 1993. In addition to his advisory role, he has been involved with Kardon Industries, Inc. since 1977. Conservest Capital Advisors provides fee-only portfolio management and financial planning services to individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies based on macroeconomic analysis and scenario planning, focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds.

Brendan Moleski is a financial advisor at Conservest Capital Advisors Inc with 13 years of industry experience. He holds the Series 66 designation and has been with Conservest since 2015. Conservest Capital Advisors provides fee-only portfolio management and financial planning services for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm uses a customized, interview-driven investment process that emphasizes long-term, low-turnover portfolios with broad equity exposure and individually selected bonds, managing approximately $1.7 billion in discretionary assets across six advisors.

David Lorine is a financial advisor at Conservest Capital Advisors Inc with 25 years of industry experience. He has been with Conservest since 1999 and holds a Series 65 designation. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies developed through macroeconomic analysis and scenario planning, managing a sizable asset base internally with a focus on long-term, low-turnover portfolios.

William Hall is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Conservest Capital Advisors Inc since 2019, following prior roles at Bank of America and Merrill Lynch. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes a customized investment strategy based on macroeconomic analysis and scenario planning, managing portfolios in-house with a focus on long-term, low-turnover investments using ETFs, no-load mutual funds, and selected bonds.

Avery Cotter is a financial advisor at Conservest Capital Advisors Inc with one year of experience at the firm. He holds the Series 66 designation and previously worked at Sarian Strategic Partners for four years. His background also includes roles outside finance, such as positions at Villanova University, Sedona Taphouse, and Spring Valley YMCA. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm employs a customized, interview-driven investment strategy focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds, managing approximately $1.7 billion in discretionary assets across six advisors.

Lacy Redwine is a financial advisor at Conservest Capital Advisors Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Tradezero America, Inc. and Artisan Smiles. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, and various institutional clients. The firm uses a customized investment strategy process focused on macroeconomic analysis and long-term, low-turnover portfolios, managing approximately $1.7 billion in discretionary assets across six advisors.

Christina Copeland is a financial advisor at Conservest Capital Advisors Inc with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Conservest since 2003. Conservest Capital Advisors provides fee-only portfolio management and financial planning services for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm emphasizes customized investment strategies developed through macroeconomic analysis and scenario planning, focusing on long-term, low-turnover portfolios using ETFs, no-load mutual funds, and individually selected bonds.

Kristin Sindoni is a financial advisor at Conservest Capital Advisors Inc with 17 years of industry experience. She holds a Series 65 designation and has been with Conservest since 2008. Conservest Capital Advisors provides fee-only portfolio management and financial planning for individuals, families, small businesses, professional corporations, religious institutions, endowments, and charities. The firm uses a customized, interview-driven investment strategy focused on long-term, low-turnover portfolios and manages approximately $1.7 billion in discretionary assets across six advisors.