Allodium Investment Consultants
www.allodium.comAllodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors. Advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium is the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the "Prudent Practices for Investment Advisors" published by Fi360. The firm was established as an independent Registered Investment Advisor in 2005. Learn more at www.allodium.com.
Read moreAllodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors. Advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium is the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the "Prudent Practices for Investment Advisors" published by Fi360. The firm was established as an independent Registered Investment Advisor in 2005. Learn more at www.allodium.com.
Read moreCountry
State
Minnesota
City (Headquarters)
Minneapolis
Industry
Employees
11-50
Founded
2005
Social
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View all employeesPotential Decision Makers
Chief Operating Officer and Chief Compliance Officer ( Formerly Director of Operations )
Email ****** @****.comPhone (***) ****-****Chief Executive Officer
Email ****** @****.comPhone (***) ****-****President and Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Chief Investment Officer and Senior Investment Consultant
Email ****** @****.comPhone (***) ****-****