Investment Bank/Securities Brokerage - Minneapolis, MN, US
Chief Operating Officer & Chief Compliance Officer (Formerly Director of Operations)
Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors. Advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium is the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the "Prudent Practices for Investment Advisors" published by Fi360. The firm was established as an independent Registered Investment Advisor in 2005. Learn more at www.allodium.com.
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