Welcome to Allodium Investment Consultants
Allodium Investment Consultants is an independent, fee-only investment management consulting firm that provides investment advice to individual and institutional investors. Our firm was founded in 2005, and since then, we have helped many investors with fee-only financial advice. We currently manage over $400 million as assets under management (AUM) and advise on an additional $200 million.
You will appreciate our focus —to simplify and improve your financial life. Our investment advisory services are geared toward both individual and institutional investors. Our services include wealth management, financial planning, investment consulting, fiduciary consulting and fiduciary management for trusts and institutions.
Integrity is a core value at Allodium, and we take pride in serving as a fiduciary. We provide a fiduciary standard of care to act in your best interests. You will receive objective financial advice from our team. 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. If you are looking for an objective fee-only financial advisor, you have come to the right place.
Established in 2005
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. 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.
Services
Individual Investors
Wealth Management
We provide advice to help individuals and families like you to simplify and improve their financial lives.
Financial Planning
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
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.
Allodium Blogs
We see these blogs as an opportunity to share relevant ideas and important messages. We can reach a broad audience and discuss how current events may impact you. Click on the image to access the blog.
The Informed Investor
Identify common conflicts of interest between the investor and the investment advisor.
The Patient Investor
Timely commentary about questions you may have about investing, the stock market, and current events.
The Financial Planner
Perspective on whether a particular strategy may benefit you by offering some pros and cons.
The Responsible Investor
Provide investors with the latest insights and commentary on responsible investing.
The Disciplined Investor
Explore how the human mind influences our behavior and share evidence-based investing strategies.
The Foundational Investor
Master the fundamentals of managing your money and assets to implement practical strategies.
