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Consilium, derived from the Latin term meaning counsel, reflects our mission to address the critical financial and investment challenges our clients face. As fiduciaries, we are committed to acting in your best interests—a commitment that sets us apart and drives our success.
As a Boulder, Colorado-based financial advisor, we operate independently on a fee-for-service basis, offering:
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​Institutional-grade discretionary investment management
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Non-discretionary private market concierge
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ERISA plan consulting
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Our comprehensive approach helps individuals, families, and organizations realize their vision,
providing guidance across the capital markets in all economic and market environments.
Fiduciary Advisory Services
At Consilium, we offer a range of services designed to address the unique needs of individuals, families, businesses, and other organizations:
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Asset Management: Customized investment strategies aligned with your financial goals, horizon, and risk tolerance.
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Private Markets Concierge: Exclusive access to top-tier private market opportunities including private market equity, credit, infrastructure, real estate, and more.
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Plan Consulting: Expert guidance for businesses and other organizations that provide ERISA qualified retirement plans.
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As a fiduciary and registered investment advisor, our commitment is to provide exceptional value and expertise to meet the unique needs of our clientele.
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