Allodium Investment Consultants, LLC

Allodium Investment Consultants, LLC is an independent fee-only registered investment adviser established in August 2005. The firm offers investment management, financial planning, and fiduciary consulting services, striving to simplify and enhance clients' financial lives. Allodium's advisors work with clients' other professional advisors when necessary. The firm's services are provided through various types of agreements, including Wealth Management, Fiduciary Management, Financial Planning, Fiduciary Consulting, Allodium Portfolios, and Investment Management Consulting. Allodium manages $416,610,113 of Assets Under Management (AUM) on a discretionary basis, with an additional $312,344,424 of Assets Under Advisement (AUA) managed on a consulting basis. Clients can engage Allodium for discretionary, non-discretionary, or consulting investment management services, with a focus on long-term investment plans tailored to individual goals and risk profiles. Allodium primarily recommends low-fee, tax-advantaged investments and periodically rebalances portfolios. The firm does not engage in performance-based fees and acts as a fiduciary, committed to acting in clients' best interests. Allodium's investment strategies are guided by client goals, constraints, and risk profiles, with a focus on broad diversification and strategic asset allocation. Clients are encouraged to review their financial situation regularly, and the firm conducts ongoing account reviews to ensure alignment with client objectives. Allodium receives economic benefits from Financial Institutions, providing access to investment products, research, and technology. The firm's Code of Ethics emphasizes compliance with securities laws and the duty to act in clients' best interests. Allodium has been voluntarily certified by the Centre for Fiduciary Excellence (CEFEX) and subscribes to the "Real Fiduciary™ Practices" outlined by the Institute for the Fiduciary Standard.