Peart & Associates Inc

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For more than 75 years, SharePoint Credit Union has been operating with the same focus it always has and that is its members. You can become a member of not just one branch location, but you become a member of the company.

Allodium Investment Consultants is an independent, fee-only investment management consulting firm based in Minneapolis, MN. Established in 2005, they provide objective financial advice to both individual and institutional investors, managing over $300 million in long-term investment portfolios. With a focus on simplifying and improving clients' financial lives, Allodium offers services such as wealth management, financial planning, investment consulting, and fiduciary management. As a fiduciary, Allodium operates with integrity and a commitment to acting in the best interests of their clients. They are a member of the National Association of Personal Financial Advisors (NAPFA) and follow the Fi360 Global Fiduciary Standard of Excellence. Allodium's investment approach is based on evidence-based strategies and incorporates peer-reviewed academic research. With a team of fee-only financial advisors, they provide unbiased financial advice that is not influenced by the sale of commission-based investment products.Generated from the website