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 offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.  

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