Investment Consulting

At Allodium, we provide non-discretionary investment management consulting services to help individuals and families like you simplify and improve your financial lives (this particular service is most appropriate for investment portfolios greater than $10 million).

Reasons for investment management consulting

To provide expertise and/or understanding that you do not have
To provide guidance and help with difficult investment decisions
To provide third-party endorsement of your investment decisions and actions

Allodium team meeting with clients to discuss investment consulting strategies

Our investment management consulting process is based on the Prudent Practices for Investment Advisors handbook, which was initially published by Fi360, a Broadridge Financial Solutions company, in 2003. It is comprised of a step-by-step process that helps ensure your investment strategy is properly developed, implemented, and monitored in accordance with both legal and ethical obligations.

Our value proposition for our investment management consulting service is that we can educate you and provide you with objective and independent advice on independent investment managers. We provide no discretionary investment decision-making and allow you to retain complete control over all of the investment policy decisions related to your investment portfolio.

Everything we do at our firm related to investment advice is rooted in the Prudent Practices for Investment Advisors. Prudent Practices for Investment Advisors is comprised of a step-by-step process that ensures that your investment strategy is being properly developed, implemented, and monitored according to both legal and ethical obligations.

Our investment management consulting services

We tailor our approach as needed with the institutional investors we work with to accommodate their unique needs and preferences. Our non-discretionary investment management consulting services are best suited for institutional investors with investment portfolios greater than $10 million.

Our investment management consulting services include, but are not limited to the following:

Organize

01

Comprehensive assessment of financial position and investment objectives.

Formalize

02

Investment management risk assessment, asset allocation strategy development, clarification of your socially responsible investment (SRI) preferences, investment policy formulation and documentation.

Implement

03

Investment manager due diligence research, search, selection and deselection.

Monitor

04

Investment performance reporting, monitoring and evaluating, and periodic investment portfolio rebalancing.

Let’s Meet

We invite investors with portfolios over $1 million to a
complimentary “Get Acquainted” meeting with one of our
financial advisors.

Contact Us