Educational Resources

We invite investors with portfolios over $1 million to a complimentary "Get Acquainted" meeting with one of our financial advisors.

Educational Events

Register for Webinar

The Psychology of Investing

Allodium Webinar: January 27, 2026
3:00 - 4:00 p.m. Central Time

We invite you to register for this webinar!

Event Slides

Understanding Alzheimer's and Dementia

Allodium In-Person Event: Sept. 9, 2025
9:30 - 11:30 a.m. Central Time

Allodium's 20th Anniversary Celebration

Allodium In-Person Event: August 19 2025
5:30 - 9:00 p.m. Central Time

David Bromelkamp's Book Launch Event
Happy Hour and Presentation

Allodium In-Person Event: May 6, 2025

Webinar Slides

AdvisorSmart for the Individual Investor

Allodium Webinar: April 17, 2025
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The World Has a Big Backyard with IMAX filmmaker Mike Day

Allodium In-Person Event:
October 24, 2024

Navigating the Current Market Environment: Perspectives for Long-Term Investors

Allodium Webinar: May 14, 2024

The AdvisorSmart Guide Slides

The AdvisorSmart^® Guide to Selecting a Fee-Only Advisor

Allodium Webinar: January 25, 2024
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Introduction to Financial Planning Slides

Introduction to Financial Planning

Allodium Webinar: October 19, 2023
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Introduction to Investing Slides

Introduction to Investing

Allodium Webinar: June 22, 2023
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Sustainable Landscape Slides

Navigating the Sustainable Investing Landscape

Allodium Webinar: January 26, 2023
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8 Ways to Enhance Donor Trust Slides

8 Ways to Enhance Donor Trust by Improving Your Investment Stewardship

Allodium Webinar: October 20, 2022
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Retirement Income Planning Slides

Retirement Income Planning: How the Bucket Strategy Can Help

Allodium Webinar: September 22, 2022
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15 Ways to Enhance Donor Trust Slides

15 Ways to Enhance Donor Trust by Improving Your Investment Stewardship

Allodium Webinar: April 21, 2022
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Cryptocurrency - What to Know Slides

Cryptocurrency: What to Know as a Long-Term Investor 

Allodium Webinar: January 25, 2022
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Buying a Second Home Slides

Purchasing a Second Home? 19 Things to Know

Allodium Webinar: September 30, 2021 
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Accelerate Impact Slides

How to Use the Bucket Strategy to Accelerate Impact Investing

Allodium Webinar: May 6, 2021
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The Science of Investing Slides

The Science of Investing: How to Invest Without Needing to Pick Winners  

Allodium Webinar: January 27, 2021
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Nonprofit Organizations Slides

Accelerating Impact Investing for Nonprofit Organizations: Aligning Your Leadership and Stewardship with Your Fiduciary Responsibilities

Allodium Webinar: September 9, 2020 
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We invite investors with portfolios over $1 million to a complimentary "Get Acquainted" meeting with one of our financial advisors.

Educational Documents

Allodium White Papers

• An Evidence-Based Approach to Sustainable Investing
• The ABCs of Behavioral Biases
• Food for Thought: Reducing the Risk of Black Swans
• Evidence-Based Investment Insights
• The Viability of the Value Premium
• Trustee Intelligence: The Role of the Investment Management Consultant
• 15 Ways to Enhance Donor Trust by Improving Your Investment Stewardship

Fiduciary Management

• Fiduciary Audit File Checklist
• Historical Record of Investment Policy Decisions
• Annual Governance Calendar

AQR Documents and Podcasts

AQR Documents and Podcasts

Allodium is an evidence-based investment firm and we look for outside resources to educate ourselves and our clients about academic research that can enlighten our investment approach. The Curious Investor podcast series from AQR provides a fun opportunity for investors to learn about investing by listening to some great minds in finance as they talk about important investment ideas.

• The Curious Investor
• Liquid Alt Ragnarok
• AQR 20 for Twenty

Fi360 Documents

The Prudent Practices:

• 2013 Prudent Practices for Investment Stewards Handbook
• 2013 Prudent Practices for Investment Advisors Handbook
• 2013 Prudent Practices for Investment Managers Handbook
• 2019 Prudent Practices for Investment Advisors
• 2013 Self-Assessment of Fiduciary Excellence for Investment Stewards (SAFE)
• 2012 Periodic Table of Global Fiduciary Practices for Investment Stewards
• 2017 Periodic Table of Global Fiduciary Practices for Investment Stewards
• 2012 Fiduciary Placemat

The Fiduciary Score:

• Two Page Fiduciary Score Methodology
• Eight Page Fiduciary Score Methodology
• MacroRisk Research Report Evaluating the Value Added by the fi360 Fiduciary Score
• 2017 CFPI Analysis of the fi360 Fiduciary Score: “Red is STOP, Green is GO”
• The Value of the fi360 Toolkit for Clients of Advisors

Investment Committee:

• Bylaws for the Formation of an Investment Committee
• Fiduciary Acknowledgement Letter and Response
• 2016 Periodic Investment Review Checklist

Hiring Investment Advisors:

• The Benefits of Choosing an AIF Designee for Individual Investors
• The Benefits of Choosing an AIF Designee for Investment Stewards
• Questions a Steward Should Ask
• How Clients Benefit from Their Advisor's CEFEX Certification
• The Road to Fiduciary Security Begins with a CEFEX Certified Advisor

Sample Investment Policy Statements:

• 2013 Fi360 Sample Investment Policy Statement for a Personal Trust
• 2013 Fi360 Sample Investment Policy Statement for an Individual
• 2013 Fi360 Sample Investment Policy Statement for a Foundation
• 2008 Fi360 Sample Investment Policy Statement for a Personal Trust
• 2007 Fi360 Sample Investment Policy Statement for an Individual IRA Account
• 2005 Fi360 Sample Investment Policy Statement for a Foundation
• 2005 Fi360 Sample Investment Policy Statement for a 401k Plan
• 2003 Fi360 Sample Investment Policy Statement for a Foundation
• 2002 Fi360 Sample Investment Policy Statement for a Defined Contribution Retirement Plan
• 2002 Fi360 Sample Investment Policy Statement for a Defined Benefit Plan
• 2002 Fi360 Sample Investment Policy Statement for an Individual Investor
• 2002 Fi360 Sample Investment Policy Statement for a Foundation

Napfa Documents

• NAPFA on the Tough Questions to Ask Your Advisor

Investment Policy Statement

• Sample Investment Policy Statement Outline
• 2011 Sample Family Foundation Investment Policy Statement
• 2010 Sample Anchor Foundation Investment Policy Statement

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

Articles by Dimensional Fund Advisors

• Where's the Value?

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