Allodium is an independent, fee-only, investment management consulting firm which provides investment advisory services to a variety of different types of clients. We serve both individual investors and institutional investors.

Individual Investors

  • Professionals
  • Inheritors
  • Business Owners
  • Entrepreneurs

Institutional Investors

  • Trusts
  • Foundations
  • Endowments
  • Non-profit Organizations

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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