Prioritizing the ethos of your organization.
At Allium, we appreciate the importance of investing with purpose. Our Endowment and Foundation advisory services create a tailored investment approach based on your organization’s values. We closely partner with you as a fiduciary through education, guidance, and governance support while placing priority on long-term return potential. Our team of investment professionals provide a full-service approach to ensure your investments align with your ethics.
We take to heart our responsibility as a fiduciary by learning about the soul of your organization. We are not seeking to place you in a “model” portfolio. We will build a portfolio specific to your organization.
We want to make sure we consistently represent your organization's vision, even in its investments. Whenever we can invest in areas that align with your organization and offer a competitive return, we get excited.
Donors invest in your organization because they believe in your mission. Your investment portfolio can reflect that mission too. Whether you’re focused on prioritizing environmental, social and corporate governance best practices, supporting a specific organization, or avoiding certain industries, we can create a well-diversified portfolio specific to you. We would be happy to show you what a custom portfolio might look like.
At Allium, we develop and review your investment policy statement to ensure we set reasonable expectations. Next is creating an investment strategy, building a custom portfolio, then forming a long-lasting relationship with your committee.
Alternative Investments can often provide enhanced risk and return opportunities that differ from the public markets. At Allium, we maintain a robust array of institutional quality alternative investment opportunities, for Accredited and Qualified Investors.
Mark Edlen, Co-Founder, Edlen & Co.
In regard to the testimonial and/or endorsement for Allium:
(i) the individual providing the testimonial and/or endorsement may or may not be a client; (ii) the individual has not been compensated; and (iii) does not pose any material conflicts of interest or impact the relationship between the person giving the testimonial and/or endorsement and the adviser.
Allium Financial Advisors ©2022
Donors invest in your organization because they believe in your mission. Your investment portfolio can reflect that mission too. Whether you’re focused on prioritizing environmental, social and corporate governance best practices, supporting a specific organization, or avoiding certain industries, we can create a well-diversified portfolio specific to you. We would be happy to show you what a custom portfolio might look like.