Welcome to Allodium Investment Consultants
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
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.
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.
