Welcome to a firm where your personal values, life goals and gifting aspirations are at the center of our services. 

Allium Financial Advisors was founded on the growing need for an independent, integrated approach to private wealth management. We are a multi-family office serving a diverse range of families, each with a custom set of needs. Family foundations and non-profit organizations also benefit from our custom service approach.

Life has layers. We take the time to fully understand your current wealth structure and personal goals. The result of our work is a personalized living wealth plan and customized long-term investment strategy to help you manage and grow your wealth with clarity and confidence.

We believe in proactive, tax efficient, cost effective, diversified investing. In addition to the traditional markets, our clients have exclusive, negotiated access to a wide range of carefully selected alternative investments designed to enhance return and/or lower portfolio volatility.

Allium’s extensive portfolio management and wealth planning expertise coupled with independent top-tier professionals in the areas of tax and accounting, legal, insurance, and trustee services provides a comprehensive, integrated suite of services.

We invite you to discover the benefits of integrated wealth management.

Meet The Team

A Comprehensive Approach

At Allium, we believe in a comprehensive approach to wealth management. Creating a Wealth Plan and personalized investment strategy overseen by a collaborative team of professionals enables you to make informed decisions with confidence.

A Wealth Plan is a thought out, coordinated approach to managing your wealth in a way that can best meet your goals. It will include an estate structure, insurance coverage, savings and investment strategy designed specifically for you.

GETTING STARTED

You will be introduced to Trellis, our secure, online wealth management tool that provides structure, transparency, daily valuation and organization to your finances and investments. Our wealth planning work is done in Trellis and can be reviewed, revised and updated at any time with current asset values.

TAKING ACTION

Once your goals have been identified and your initial wealth planning process is complete, you are provided recommendations and suggested action items. We will assist you in implementation, coordinating with professionals such as your estate planning attorney, mortgage broker, insurance broker and tax advisor.

BUILDING AN INVESTMENT PORTFOLIO YOU CAN RELY ON

The next step is to review your investments, determine a personalized investment strategy and create an implementation plan.

Allium practices proactive portfolio management. We pay close attention to special opportunities, rotation in investment strategies, interest rate movement and the evolving global marketplace. We are thoughtful to tax efficiency, cost and diversification. Alternative investment strategies can provide meaningful value and are an important aspect of portfolio construction for many clients.

Needs change, life can become more complex, opportunities arise, and goals may be reset. At Allium, wealth planning and portfolio management is an active, ongoing aspect of our service. We will help you prepare for the future with intention.

Non-Profit Organizations

Donors invest in your organization or foundation because they believe in your mission. Why not have an investment portfolio that also supports and reflects your mission?

We can build a successful, long-term investment portfolio that reflects and takes into consideration your organization’s ethics and values. We know how important this is – not only to your generous donors but also your staff and those you serve.

WILL YOU COMPROMISE LONG-TERM RETURN POTENTIAL?

Asset allocation, primarily the total allocation to growth investments verses conservative investments, has been the primary driver of long-term returns. Diversification can assist in risk management. Active management in inefficient asset classes and the use of alternative investment strategies can provide additional return potential and risk management benefits. Your return potential does not need to be compromised to reflect your mission.

IS YOUR SPENDING POLICY SUSTAINABLE?

Long-term market returns have steadily declined over the last several decades, placing pressure on many organizations’ spending rates. Our financial analysis expertise can assist in developing and/or reviewing your spending policy and investment return assumptions. With changing market and economic conditions, it is best practice to review your investment policy statement and spending policy every couple years.

ARE YOU FOLLOWING BEST PRACTICES IN THE STEWARDSHIP OF YOUR ORGANIZATION’S ASSETS?

It is important that every board and committee member of your organization has a clear understanding of their fiduciary responsibilities. Fiduciary education is a prudent requirement for each incoming member, and we can assist in this effort.

Services include:

• Investment policy development and regular review
• Asset allocation studies based on current forward-looking risk and return assumptions
• Spending policy analysis, development and regular review
• Proactive, customized, cost effective portfolio management
• Fiduciary education
• Customized donor communication materials regarding the growth and management of your investment portfolio

We will assist in any way we can to help support and further your mission.