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Allodium Investment Consultants
Allodium Investment Consultants, founded in 2005 and based in Minneapolis, Minnesota, is an independent, employee-owned, fee-only registered investment advisory firm managing over $400 million in assets and advising on an additional $200 million. The firm offers a comprehensive suite of services, including wealth management, financial planning, investment consulting, fiduciary consulting, and fiduciary management for both individual and institutional clients.
Serving a diverse clientele—ranging from professionals and business owners to trusts, foundations, and non-profit organizations—Allodium emphasizes a fiduciary standard of care, ensuring that all advice is objective and aligned with clients’ best interests. Their investment approach allows clients to control key policy decisions while delegating portfolio management to professionals, adhering to best practices outlined in the “Prudent Practices for Investment Advisors” handbook by Fi360.
By eschewing commissions and proprietary products, Allodium provides unbiased, personalized financial guidance aimed at simplifying and improving clients’ financial lives.