President and Chief Investment Officer
Conservest Capital Advisors, Inc.
March 10, 2023, 8:30 am – 10:00 AM
Bruce Kardon (Wharton School BS/MBA, University of Chicago Post-Graduate) serves as President and Chief Investment Officer of Conservest Capital Advisors, a boutique and independent investment advisory firm serving wealthy families and individuals throughout the United States. Prior to founding Conservest, almost 30 years ago, Bruce ran and sold Kardon Industries, Inc., a packaging company primarily located in Midwest and Northeast United States. Bruce has been a member of Young Presidents Organization since 1988 and is Treasurer, Trustee and Board Member of University of the Arts.
Bruce topics of discussion:
Conservest Capital Advisors clients have choices. Our clients have the financial means to select any advisor they choose, yet they require a combination of academically grounded investment strategy and tactics, tax-efficient portfolio implementation, highly personalized service, discretion and privacy, superb listening skills, and conflict-free advice that can only be delivered by a select few advisory firms. Our clients include generations of family members and a diverse group of individuals which includes business owners in myriad industries, professionals, and men and women who have come into wealth due to significant life events. As a highly respected Registered Investment Advisor, we serve as our clients’ fiduciary, place our clients’ interest above all else, and do not sell product. For clients with investable assets of $2 million to $200 million, Conserve