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.
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.