Services

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

Let's Meet

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

Contact Us