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A Personalized Approach to Grow and Preserve Capital for Each Client Requires Experience and Wisdom
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Boutique investment advisory/money management/financial planning firm on a fee-only basis |
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Proactive strategies in a complex and changing investment world clearly communicated to the client |
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Considerations of returns and risks in a myriad of capital markets simultaneously |
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Areas of Focus: Investment strategy, world economic analysis, relative value investing and thoughtful client education |
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Education: Finance, Wharton magna cum laude, University of Chicago post grad |
Bruce Kardon brings 33 years of experience coupled with strong academic credentials to his role as president and chief investment officer of Conservest.
In the past, fortunate families had a relative or friend who would normally spend countless hours reading and contemplating the economy, financial markets, world events and investment opportunities. Listening and evaluating the family’s concerns and objectives was deemed paramount for effective stewardship of family finances. A principle value of Conservest is being a trusted family financial advisor. Conservest Capital Advisors was founded because Bruce understood that the role of trusted advisor was rarely found in the financial community with the right kind of experience, wisdom and educational background.
Bruce is known for his intelligence, wisdom, integrity, work ethic, listening acumen, breadth and depth of knowledge, and communication skills.
Bruce, a Philadelphia native, is married 24 years to Arlan Kardon, a Pennsylvania family law super lawyer, and has twin daughters.
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Areas of Focus
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Conservest Capital Advisors is a registered investment advisor and not a registered broker-dealer.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 120,500 consumers) and registered financial services representatives (over 9,000 financial services professionals) to evaluate the approximately 20,500 wealth managers in the Philadelphia area (includes the state of Pennsylvania; Camden, Burlington, and Gloucester counties in the state of New Jersey; and New Castle County in the state of Delaware). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Philadelphia area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Philadelphia magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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