We are an independent, fee-based wealth management firm that provides comprehensive fiduciary-based financial planning and investment management services. We partner with a select group of high net worth families and individual clients in the Bay Area to deliver in-depth wealth management services as an independent fiduciary.
At Consilium, we provide every client with a customized financial plan and investment portfolio, as we strongly believe it is integral that your financial plan be aligned with your investment strategy in order to achieve financial independence. We are disciplined and thorough in our approach as we strive to provide our clients with consistent risk-adjusted returns.
At Consilium, we provide every client with a customized financial plan and investment portfolio, as we strongly believe it is integral that your financial plan be aligned with your investment strategy in order to achieve financial independence. We are disciplined and thorough in our approach as we strive to provide our clients with consistent risk-adjusted returns.
Services
At Consilium, we offer investment management and financial planning services for our clients. We understand the intricacies of our rapidly evolving world and the challenges these changes present to our clients. Our mission is design a holistic financial plan that puts our clients in the best position to achieve their individual financial goals and remain financially independent throughout retirement.
Our firm uses the asset allocation approach in managing our client's accounts. We believe implementing a portfolio strategy based on this is important to optimizing one's portfolio performance. It has been concluded from various studies that up to 90% of an investor's rate of return come from having an appropriate asset allocation mix.
The objective of financial planning is to ensure that one has sufficiently funded for different life goals while taking into account risk tolerance, time horizon, and current and future tax laws. By assisting our clients through this comprehensive process, we strive to have them achieve the optimal alignment between their wealth, their values, and their goals.
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Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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