Derek Van Calligan
CFP®, AIF®, CIMA®, RICP®, CSRIC®
Allodium Investment Consultants
Investment Consultant & Director of Investment Research
Derek Van Calligan
CFP®, AIF®, CIMA®, RICP®, CSRIC®
Allodium Investment Consultants
Investment Consultant & Director of Investment Research
As a fee-only financial advisor, my focus is to offer unbiased and evidence-based investment management services to help you achieve your life goals. - Derek Van Calligan, CFP®, AIF®, CIMA®, RICP®, CSRIC®
Fee-Only Financial Advisor serving Minneapolis, MN area.
Derek Van Calligan is a Minneapolis, MN fee-only financial planner. Allodium Investment Consultants provides comprehensive wealth management, financial planning, and investment consulting to help high net-worth individuals and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Derek Van Calligan is not paid commissions, and has a legal obligation to provide unbiased and trustworthy financial advice. Learn more at www.allodium.com.
Derek Van Calligan is an investment consultant and director of investment research at Allodium Investment Consultants. He has spent his career as an advisor building holistic financial plans for individuals and families, and he believes that being objective is the best way to deliver financial advice. Derek chairs Allodium’s Fiduciary Consulting Committee and serves on the Financial Planning, Investment and Client Service Committees
Derek earned his Bachelor of Science degree in personal finance from the University of Wisconsin-Madison. Shortly after graduation, he obtained the CERTIFIED FINANCIAL PLANNER™ certification sponsored by the Certified Financial Planner Board of Standards. He has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies, to help him better serve clients.
To further his professional development, he earned the Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services, as well as the Certified Investment Management Analyst (CIMA®) certification, which is administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. In addition, he completed the Chartered SRI Counselor (CSRIC®) program administered by the College for Financial Planning to deepen his knowledge of sustainable and responsible investment strategies. This is a graduate level course designed to provide investment professionals with a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.
Derek is a NAPFA-Registered Financial Advisor through the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only advisors with high standards of professional competency and client-centric financial planning.
Prior to joining Allodium, Derek was a Financial Planner at a financial planning firm in Denver, Colorado, and also served on the investment committee developing investment portfolios for clients.
Derek currently resides in Colorado with his wife, Kelly. They enjoy spending time outdoors hunting, fishing, and exploring the countryside with their dog Hank.
Derek Van Calligan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to a limited number of individual and institutional investors. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium was the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the Prudent Practices for Investment Advisors. The firm was established as an independent Registered Investment Advisor in 2005. Investment advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. Wealth Management services are best suited for portfolios greater than $1 million. Learn more at www.allodium.com
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Wealth Management
- Financial Planning
- Fiduciary Consulting
- Fiduciary Management
Ideal Clients
- Professionals
- Inheritors
- Business Owners
- Entrepreneurs
- Trustees
Working Together
- Fee-Only Advice
- Fiduciary Standard
- Complimentary Initial Consultation
- In-Office Meetings
- No Product Sales
Professional Designations & Affiliations
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Derek Van Calligan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Derek Van Calligan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Derek Van Calligan is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Derek Van Calligan is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Derek Van Calligan is a Chartered SRI Counselor™ (CSRIC™)Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
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Allodium Investment Consultants has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Derek Van Calligan
Office Locations:
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500 Washington Avenue South
Suite 4400
Minneapolis, MN 55415
