Client Experience

We use a thorough process to get to know our clients' values, goals and investment objectives and apply this information to provide a uniquely tailored investment portfolio.

  • Values Meeting

    Purpose: Determine whether to proceed with proposal.

    Meeting with David Bromelkamp, CEO/President.

    • About you- client's personal financial goals and objectives
    • About us- Allodium's mission, values and investment philosophy
    • Discussion of typical fee structure

    Typical Meeting Length: 1 hour

  • Diagnostic Meeting

    Purpose: Gather information for investment proposal.

    Meeting with David Bromelkamp and members of investment committee.

    • Learn more about your goals, values, dreams, and special concerns/challenges
    • Discuss investment history and preferences
    • Determine risk tolerance
    • Gather your financial statements and data

    Typical Meeting Length: 2 hours

  • Proposal Meeting

    Purpose: Present comprehensive wealth management plan and investment strategy.

    Meeting with David Bromelkamp and members of investment committee.

    • Allodium presents customized proposal
    • Full disclosure of investment fees
    • Discuss recommendations

    Typical Meeting Length: 2 hours

  • Implementation Meeting

    Purpose: Execute wealth management and investment solutions.

    Meeting with Primary Investment Consultant.

    • Finalize investment strategy
    • Determine timing of strategies from proposal
    • Sign paperwork
    • Gather client communication preferences

    Typical Meeting Length: 1 ½ hours

  • Monitor - Quarterly

    • Quarterly review of investment portfolio by primary investment consultant
    • Detailed performance evaluation
    • Tax summary, if desired
  • Monitor - Annually

    • Discuss progress toward financial goals
    • Review wealth management plan
    • Comprehensive portfolio review
    • Update financial statements

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