Allodium Investment Consultants 500 Washington Avenue South, Suite 2015 Category: Investment Counselors
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Company representatives
Email: moc.aircia@azulakk
Kerry Kaluza, Chief Operating Officer
About Allodium Investment Consultants
Allodium provides fee-only investment advice to individual and institutional investors.
We launched Allodium Investment Consultants to provide the very best investment advice and personal service to a limited number of individual and institutional investors.
We believe the best advice is completely objective and aligned with our clients' best interests - without any hint of real or perceived conflicts of interest. To this end, Allodium is a fee-only registered investment advisor that is completely independent from banks, brokerage firms and other financial product providers, and we do not receive commissions for the investment options that we recommend. To further reinforce objectivity, we offer our clients an unrestricted "open architecture" of investment options that are not limited to certain asset classes, product providers and/or investment managers.
Products and Services
- Investment Policy Development
- Investment Due Diligence Research
- Investment Performance Monitoring
Opening Hours
We are open Monday through Friday. Call for Holiday hours. Our web site is available 24/7 at www.aicria.com
- SundayCLOSED
- Monday8:00 AM to 5:00 PM
- Tuesday8:00 AM to 5:00 PM
- Wednesday8:00 AM to 5:00 PM
- Thursday8:00 AM to 5:00 PM
- Friday8:00 AM to 5:00 PM
- SaturdayCLOSED
Business categories
- Certified Financial Planners
- Investment Advisory Referral Service
Location Type
Headquarters
Revenue
$1,500,000 - $1,750,000
Employees
5 to 9
Years In Business
19
Memberships
- Minnesota Council of Nonprofits
Brands
- Vanguard
- T. Rowe Price
- Pimco
- BlackRock
- Franklin Templeton
Additional information
Named as finalist for 2009 Minnesota Business Ethics Award.
Rating
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