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.

Our services are best suited for those with $1 million or more to invest.

Individual Investors

  • Professionals
  • Inheritors
  • Business Owners
  • Entrepreneurs


Institutional Investors

  • Trusts
  • Foundations
  • Endowments
  • Non-profit Organizations
  • CFP
  • AIF
  • Fee Only
  • CEFEX tm logo 195px trans