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 a trusted financial advisor, offering objective, fiduciary guidance to individuals, families, and institutions.
What services does Consilium LLC offer? “We specialize in three core services: Discretionary Asset Management – Institutional-grade portfolio strategies tailored to your goals. Private Market Concierge – Direct access to private equity, credit, real estate, and infrastructure opportunities. Plan Consulting – ERISA-compliant retirement plan services for businesses and organizations
What is a fiduciary financial advisor? A fiduciary advisor is legally obligated to act in your best interest. At Consilium, 100% of the time, we operate as a co-fiduciary—independent and fee-only—ensuring objective, conflict-free advice.
Is Consilium, LLC affiliated with any other firm? No. Consilium, LLC is fully independent and not affiliated with any financial advisory, bank, brokerage, administrative, or other institution. We believe this independence matters: our clients work directly with the decision-makers, not with sales reps pushing a prepackaged strategy from corporate headquarters.
Do you receive compensation for products or strategies you recommend? No, Consilium, LLC has never received any type of compensation from any party other than our clientele. 100% of our revenue comes from clientele.
What is your investment philosophy? Consilium LLC’s approach to discretionary asset management and plan consulting is rooted in financial academia and based on the principles that most public markets are efficient, which translates into asset & sub-asset allocation being the key determinants of portfolio risk and return. The alternative/private markets are decidedly different, which is where manager selection is paramount. This process is dedicated to an institutional approach to asset management with a commitment to low costs.
Do you offer local services in Boulder, CO? Yes, we’re based in Boulder, Colorado and serve clients locally and nationwide.
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.
Can you help manage retirement (e.g. 401(k)’s) or pension plans? Yes. Our Plan Consulting services help businesses and other organizations benchmark plans, manage vendors, and optimize investment line-ups to reduce costs and improve participant outcomes.
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 and reduced correlation with public equities and bonds. They often have a higher yield potential (e.g., private credit) and built in 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, and cash equivalents). Private markets are restricted to qualified investors and offer access to a universe of 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.
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.
Is there a minimum investment? Yes, but our relationships with institutional firms often allow us to offer lower minimums than traditional private or public funds – often at a lower cost. Details vary by opportunity.