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.
We provide advice to help individuals and families like you to simplify and improve their financial lives.
At Allodium, we provide non-discretionary investment management consulting services to help individuals and families like you to simplify and improve your financial lives.
We provide advice to institutional investors to help them to simplify and improve their investment programs.
At Allodium, we provide non-discretionary investment management consulting services to help institutional investors like you to simplify and improve your financial lives.
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.