Allodium Portfolios (AP) is a goal-oriented investment management service that provides investment portfolios to help investors to move towards their long-term financial goals.
Allodium Portfolios (powered by Betterment Institutional) leverages technology to develop a broadly diversified investment portfolio of low-cost index funds designed for you based on the information you provide in your goals, profile and risk tolerance.
Allodium and Betterment work together to provide value while keeping your investment portfolio costs low with a personal touch that comes from an advisor who knows you and your family.
Some of the benefits you would receive are automated rebalancing, automatic deposits or transfers from your checking account, tax-loss harvesting and access to regular financial reviews of your portfolio and financial goals with your Allodium advisor.
Minimum portfolio size: $250,000
How Allodium Assists You
- Establishing your investment account with Betterment
- Linking your bank account
- Clarifying your long term financial goals
- Funding your investment account
- Choosing an appropriate asset allocation strategy to manage investment risk
- Initiating monthly automatic deposits or assisting with one-time deposits
- Explaining the benefits of tax deferred investment accounts
- Monitoring your progress and keeping your portfolio on track towards your goals
- Offering an annual review of your financial goals
- Answering ad hoc financial planning questions as they arise
- Assistance with establishing IRA beneficiaries
- Assistance with annual IRA required minimum distribution (RMD) requirements