About David Halseth
Founder & President of Consilium, LLC
David Halseth is the Founder and President of Consilium, LLC, an independent investment advisory and consulting firm serving individuals, families, retirement plans, foundations, and businesses.
Advising clients since 1993, David brings more than three decades of experience in investment management, retirement plan consulting, fiduciary governance, and business leadership.
30+ Years
of investment and advisory experience since 1993
Since 1993
Helping clients navigate markets ad build for the long term
$3B+ Experience
Advising on more than $3 billion in client assets and plan assets
CFA Institute
Member in good standing and lifelong learner
Experience Built Over Three Decades
For more than 30 years, David has helped organizations and individuals make better investment decisions, manage risk, and build thoughtful long-term strategies.
Throughout his career, he has worked with privately held companies, publicly traded corporations, nonprofit organizations, retirement plans, foundations, high-net-worth families, and individual investors.
His approach balances strategic thinking with attention to detail, providing thoughtful leadership while remaining practical, measured, and solutions-oriented.
Consilium, LLC represents the culmination of the relationships, experience, and insights David has developed over more than three decades in the financial services industry.
Advisory Focus
Public & Private Markets
Strategic access to public and private opportunities designed for long-term value.
Retirement Plans
Plan design, investment oversight, and ongoing fiduciary support.
Fiduciary Governance
Governance frameworks, committee support, and fiduciary best practices.
Wealth Planning
Personalized wealth strategies aligned with goals and values.
Prior Leadership
Before founding Consilium, David established and led a nationally recognized institutional investment consulting and asset management firm that grew to oversee more than $3 billion in client assets.
Under his leadership, the firm became a respected provider of investment advisory, fiduciary consulting, organizational development, asset management guidance, and strategic planning services.
Working with businesses, institutions, nonprofit organizations, retirement plans, and high-net-worth families, David built a reputation for delivering customized solutions and exceptional client service.
David began his career with Bank America Capital Management in San Francisco and has remained actively engaged in the investment industry ever since.
A Practical, Fiduciary-Minded Approach
Our role is simple: help clients make the right decisions and stay the course. We focus on what we can control - process, discipline, and risk - so our clients can focus on what matters most to them."
- David Halseth
Long-term thinking over short-term noise
Risk management and capital preservation
Diversification across markets and startegies
Fiduciary responsibility and transparency
Clear communication and education
Community Leadership and Service
David is committed to strengthening the community through leadership and volunteer service. He has served on nonprofit boards and supports organizations focused on education, youth development, and the outdoors.
Giving back is an important part of how David leads - with gratitude and purpose.
Life Outside the Office
David finds balance in Colorado's mountains. You'll often find him mountain biking, skiing, or exploring the high-country with his family and friends.
He believes time outdoors brings perspective, energy, and a reminder of what truly matters.
Credentials
CFA Chartholder
CFA institute member in good standing.
Finance Education
Advanced coursework in finance and investment from CU Boulder
Industry Experience
30+ years in investment management and consulting.
Continuing Education
Commitment to ongoing learning and professional growth in a volatile industry.