Frequently Asked Questions (FAQ)
Answers to common questions about private markets, our investment services, and how we help accredited investors build better portfolios.
What does “Consilium” mean? “Consilium” is a Latin word meaning counsel or advice. At Consilium LLC, we embody this meaning by serving as trusted financial advisors, offering objective, fiduciary guidance to individuals, families, and institutions.
What services does Consilium LLC offer? We specialize in three core services: - Private Market Concierge – Direct access to private equity, credit, real estate, and infrastructure opportunities - Discretionary Asset Management – Institutional-grade portfolio strategies tailored to your goals - Plan Consulting – ERISA-compliant retirement plan services for businesses and organizations
What are private markets? Private markets refer to investments not traded on public exchanges—such as private equity, private credit, real estate, and infrastructure. These assets are typically available only to accredited or qualified investors.
What is private market investing? Private market investing involves allocating capital into non-public companies or assets. Unlike stocks or bonds, these opportunities are less liquid but often provide enhanced return potential and portfolio diversification.
Why invest in private markets? - Private markets can offer: - Access to unique return streams - Reduced correlation with public equities and bonds - Higher yield potential (e.g., private credit) - Inflation-resistant assets (e.g., infrastructure)
Why do investors prefer to invest in private markets? Many investors value private markets for their potential to generate long-term returns, especially in environments where public markets are volatile or saturated. Institutions have used these investments for decades—now, individuals can too.
What is the difference between private and public markets? Public markets are open, liquid, and highly regulated (stocks, bonds). Private markets are restricted to qualified investors and offer access to assets not traded on exchanges.
Who can invest in private markets? Generally, you must be an accredited investor, qualified client, or qualified purchaser. We help guide you through eligibility and access.
What is a guide to private markets? A private markets guide helps investors understand the asset classes available, expected returns, risk profiles, and how to gain access. We’ve created a complete breakdown to help you get started.
What is a fiduciary financial advisor? A fiduciary advisor is legally obligated to act in your best interest. At Consilium, we operate as fiduciaries—independent and fee-only—ensuring objective, conflict-free advice.
What does a financial concierge do? Our financial concierge service simplifies complex private investments by managing due diligence, document fulfillment, capital calls, custodial services, and more—without the need for ongoing advisory fees.
Do you offer local services in Boulder, CO? Yes, we’re based in Boulder, Colorado and serve clients locally and nationwide.
Can you help manage my retirement plan or 401(k)? Yes. Our Plan Consulting services help businesses benchmark plans, manage vendors, and optimize investment line-ups to reduce costs and improve participant outcomes.
How do I get access to private market opportunities? Submit your email to join our Private Market Investor List. We’ll notify you of vetted investment offerings monthly. There’s no obligation to invest.
How does the investment process work? 1. Open a custodial account via Schwab Advisor Services 2. Sign our non-discretionary client agreement 3. Complete subscription documents 4. Finalize and fund your investment
Is there a minimum investment? Yes, but our relationships with institutional firms often allow us to offer lower minimums than traditional private funds. Details vary by opportunity.