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Consilium, LLC

Private Markets Concierge. Asset Management. Plan Consulting.

Advice Councel Policy
Mountain Range

ADVICE.   COUNSEL.   POLICY.

The above three words are derived from the Latin term, Consilium. This guides us as we work to solve the critical financial planning and investment issues facing our clientele. As fiduciaries, this approach is not only what differentiates us, but also what makes us successful. We provide a broad range of services and solutions to help individuals, families, and organizations achieve their vision.
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We are based in Boulder, Colorado, and operate on an independent, fee-for-service basis, bringing institutional characteristics to plan and investment consulting, along with experienced asset management. This blend of comprehension and capability is applied to guiding investors in all economic and market environments.

Financial Services

At Consilium, we take pride in offering best-in-class asset management, private market concierge services, and plan consulting for individuals or businesses.

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Check Out Our Blog

We update our blog with weekly and quarterly updates. Get the latest financial news for the week's end and learn more about what is going on in the world of finance. 

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Asset Management

  • Separately Managed Accounts

  • CTFs/UMAs

  • Enhanced Cash

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Private Markets Concierge

  • Technology Platform

  • Tax & Estate Coordination

  • Wealth Planning

  • Deal Flow

  • Family Meetings

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Plan Consulting

  • Investment Line-Ups

  • Benchmarking

  • Expense Analysis

  • Vendor Management

  • Participant Advice

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