In This Conversation

In this behind-the-scenes episode, Brandon Hatton covers how our monthly investment committee isn’t just a formality. It’s a structure designed to challenge assumptions, illuminate blind spots, and protect the people who trust us with their future. In this video, we cover: Why most financial advisors don’t manage your money directly The risks of outsourcing your investment decisions How our committee structure brings in outside perspectives Why we don’t believe in “just holding” an investment How every decision we make ties back to real families, not fund flows At Conscious Wealth, we don’t just talk about conscious investing we live it, every month.

Key Takeaways

Episode Overview