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Let's Get Started

If you are interested in learning more about Allodium and how we serve investors, the first step is to schedule a time to talk. If you have $1 million or more in investments and are looking for objective, fee-only investment advice, please call us to reserve a time to speak with you.

Our new client intake process is a series of meetings that allows time for Allodium to get to know you better and it also allows you plenty of time to get to know Allodium before you have to decide to retain us as your investment advisor. 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 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 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 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

  • NAPFA
  • CFP
  • AIF
  • Fee Only
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