Welcome to Allodium Investment Consultants

Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to a limited number of individual and institutional investors.

You will appreciate our focus to simplify and improve your financial life. Our investment advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting.

You will receive objective financial advice from our team as we are fee-only financial advisors—we provide financial advice that is not biased by the sale of commission-based investment products. We sell no products and we receive no commissions. We provide fee-only financial advice that supports the fiduciary standard of care, which demands that we always act in your best interests. The firm is also a member of the National Association of Personal Financial Advisors (NAPFA). We encourage all of our Certified Financial Planners to become NAPFA-Registered Financial Advisors.

You will benefit from our disciplined investment advice and an investment decision-making process that is based on the Fi360 Global Fiduciary Standard of Excellence. Allodium is certified by CEFEX to follow the fiduciary best practices in the Prudent Practices for Investment Advisors and was the first Minneapolis-based investment advisor to receive this certification.

Our CEFEX-certified investment approach is based on the “science of investing” which incorporates peer-reviewed academic research and evidence-based investment strategies.

Our firm is based in Minneapolis, Minnesota and was established as an independent Registered Investment Advisor in 2005. Allodium has provided fee-only financial advice since the inception of our firm. If you are looking for a fee-only financial advisor, you have come to the right place.

Services

Individual Investors

Wealth Management

We provide advice to help individuals and families like you to simplify and improve their financial lives.

Financial Planning

We provide financial planning advice to help individuals and families achieve their financial goals and simplify and improve their financial lives.

Investment Consulting

At Allodium, we provide non-discretionary investment management consulting services to help individuals and families like you to simplify and improve your financial lives.

Institutional Investors

Fiduciary Management

We provide advice to institutional investors to help them to simplify and improve their investment programs.

Fiduciary Consulting

We provide fiduciary consulting advice to help institutions achieve their financial goals and simplify and improve their financial lives.

Investment Consulting

At Allodium, we provide non-discretionary investment management consulting services to help institutional investors like you to simplify and improve your financial lives.

As a fiduciary, we provide independent advice.

Integrity is a core value at Allodium. We take pride in being an independent fiduciary. Through our high personal fiduciary standard, we want to be stewards of our clients' success.

Our Company

Established in 2005

Allodium is an employee-owned firm that was created to simplify and improve the financial lives of our clients. We aspire to be the best investment management consulting firm and we work in a professional environment that supports the delivery of quality advice. Our financial advice is independent, comprehensive and disciplined. We believe the best advice is completely aligned with your objectives. As a fee-only firm, we provide objective investment advice that is not biased by the sale of commission-based investment products. Our client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients.

Our Services

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Allodium Fact Sheet

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Vision, Mission, and Values