Parker, CO Office

Allodium serves a mix of individuals, foundations, endowments, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities, offering discretionary investment management, financial planning, and fiduciary consulting. The firm also provides a digital “Allodium Portfolios” service through the Betterment Advisor Solutions platform for smaller or less complex accounts and discloses roughly $576.8 million in assets under management and additional assets under advisement.

The firm generally favors low‑cost, tax‑advantaged, passively oriented investments implemented via mutual funds, ETFs and, where appropriate, third‑party independent managers, with portfolios customized to clients’ goals, risk tolerances and time horizons. Allodium describes a process of ongoing monitoring and quarterly reviews, employs external screening tools and an outside vendor to produce comprehensive performance reports, and offers discretionary, non‑discretionary and consulting relationships.

Noteworthy disclosures in the brochure include third‑party recognitions and voluntary commitments: Allodium reports CEFEX certification for its fiduciary investment management services and affirms adherence to the Institute for the Fiduciary Standard’s Real Fiduciary Practices, both of which the firm says can be verified on its website. The brochure also notes that Allodium does not vote client proxies (clients retain that responsibility) and documents procedures for standing letters of authorization and surprise independent examinations when custody conditions apply.