A complete list of active advisors currently associated with Allodium Investment Consultants, LLC

Warmer can help you find a great advisor at Allodium Investment Consultants, LLC or one who fits your needs even better.

Allodium Investment Consultants is a fee-only, SEC-registered adviser that serves individuals (including high-net-worth clients), foundations, endowments, pension and profit-sharing plans, trusts, and other institutions, with approximately $576.8 million in discretionary assets under management, four primary advisers, and about 266 client relationships. The firm provides discretionary investment management, financial planning, fiduciary consulting, and a scaled “Allodium Portfolios” service delivered through the Betterment Advisor Solutions platform for clients with smaller or less complex portfolios. Allodium’s investment approach emphasizes strategic asset allocation, broad diversification, and a bias toward low-fee, tax-advantaged investments implemented largely through passive funds, while also recommending independent managers or other strategies when the firm identifies specific inefficiencies or manager advantages. The firm uses external screening tools to select and monitor managers, conducts periodic rebalancing, produces consolidated performance reporting at least quarterly, and typically manages client assets on a discretionary basis. What distinguishes Allodium from many peers is how it presents itself publicly and its governance credentials: the brochure discloses that the firm uses hypothetical performance, endorsements and testimonials, and advertises third‑party ratings — practices that are relatively uncommon among similar team advisers. The firm also highlights voluntary adherence to third-party standards and reviews, including subscription to the Institute for the Fiduciary Standard’s Real Fiduciary Practices and CEFEX certification, and it reports a substantial amount of assets under advisement in addition to its AUM and an offered retainer-style consulting option for more complex engagements.

To learn more about the advisors currently working at Allodium Investment Consultants, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.