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 $300 million in long-term investment portfolios.
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.
Image by rawpixel.com
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.
Our financial advice supports the fiduciary standard of care, which demands that we always act in your best interests. We are a member of the National Association of Personal Financial Advisors (NAPFA). We encourage all 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.
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.
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 that 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.
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.
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 client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients.