Independant Investment Management | Boulder, Colorado
Investment & Asset Management in Boulder, Colorado
Independent portfolio management for individuals, families, foundations, businesses, and institutions in Colorado and nationwide.
Consilium, LLC combines disciplined asset allocation, cost-conscious public market exposure, independent manager research, and selective private market access to build portfolios around each client’s objectives, liquidity needs, tax considerations, time horizon, and tolerance for risk.
Advising clients since 1993 | Public and private market experience
Who We Serve Services Investment Approach How It Works Why Consilium Sign Up FAQs
30+ Years Experience
David Halseth has advised clients since 1993.
$3B Prior Leadership Experience
David previously led an institutional consulting and asset management firm overseeing $3B+ in client assets
Independant Perspective
Advice and portfolio decisions centered on the client's objectives and agreed investemnt mandate.
Boulder-Based, Broader Reach
A local relationship supported by experience across public and private markets.
WHO WE SERVE
Portfolio Management Built Around the Client
Asset management should begin with the purpose of the money, not with a product or a model portfolio. Consilium works to understand what each portfolio needs to accomplish, when capital may be required, how much volatility the client can reasonably tolerate, and how the portfolio fits within the client’s broader financial picture.
Consilium's asset management services may be appropriate for:
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Individuals and families seeking professional oversight of long-term investment assets.
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Business owners and executives who want coordinated portfolio strategy and direct access to an experienced advisor.
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Foundations, nonprofit organizations, trusts, and other entities with defined spending, liquidity, or governance needs.
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Investors who want public market liquidity alongside selective private market exposure when appropriate.
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Clients who value disciplined decision-making, clear communication, and an investment process designed around their actual objectives.
