Allodium Investment Consultants

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500 Washington Avenue South, Suite 2015
Minneapolis, MN 55415

Company Phone: 612-230-3702

Company Email: dbromelkamp@aicria.com

Company Website: http://www.aicria.com

Region Served: Twin Cities Metro Area

Company Description
We are an independent, Fee-Only Registered Investment Advisor that helps SIMPLIFY AND IMPROVE the lives of our clients. We are committed to providing the very best investment advice and personalized service to a limited number of individual and institutional investors. At Allodium, we believe the best advice is completely aligned with your objectives—without any real or perceived conflicts of interest. Our services are best suited for those with $1 million or more to invest.

Product Description
Fiduciary Investment Management for Institutional Investors We provide comprehensive advice to institutional investors to help them to simplify and improve their investment programs. Specific services include, but are not limited to, the following: Investment Management Comprehensive assessment of financial position Cash flow planning Investment policy formulation Asset allocation strategy and risk management Investment manager search and selection Investment performance monitoring, reporting and evaluation Periodic investment portfolio rebalancing Financial Goal Setting & Consulting: Spending policy development Investment policy development Financial analyses Fiduciary education Fiduciary Reviews and Fiduciary Assessments Coordination with client's other professional advisors We deliver these services via a disciplined investment decision-making process that is based on investment and fiduciary best practices published by fi360 (www.fi360.com). We also tailor our approach as needed to accommodate the unique needs and preferences of each organization that we work with. We also welcome the opportunity to provide organizational leaders—such as board and investment committee members—with any education they may desire about their fiduciary responsibilities related to their investment program. We're happy to share nationally recognized best practices for meeting these responsibilities.

Pricing Information:
To align our interests with those of our clients, our investment advisory fee is a percentage of the assets that we manage, typically based on the size and complexity of the client relationship. To avoid conflicts of interest, our investment advisory fee is our only source of revenue. We receive no commissions or other compensation related to the investment options that we recommend to our clients. Our minimum annual investment advisory fee is $10,000.

Contact Us:
David Bromelkamp
President and CEO
612-230-3702
dbromelkamp@aicria.com

Categories: Investments and Financial Services




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