For more than 20 years, Acropolis has delivered sound advice, outstanding service and a positive investment experience. Each team member at Acropolis is personally committed to our clients. Our business has been built on the trust each client has placed in us as a fiduciary serving their needs. Acropolis' unique investment philosophy and strategies are based on academic research coupled with our extensive knowledge and real world experience.
We implement the same strategies for our clients that we use with our own personal investments. Integrity and honest advice are our top priorities with fiduciary responsibilities and full transparency. Acropolis offers a personal approach to investment management that honors your goals.
We implement the same strategies for our clients that we use with our own personal investments. Integrity and honest advice are our top priorities with fiduciary responsibilities and full transparency. Acropolis offers a personal approach to investment management that honors your goals.
Services
In an industry where high quality, objective advice is hard to come by, we can make a difference by putting the client's interests above our own. Acropolis is a fee-only wealth management firm, serving individual investors, institutional investors and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
Our investment philosophy is well grounded in academic theory and our experiences in the real world. In addition, we are also substantial co-investors alongside our clients, or to say it simply: we eat our own cooking. At least one of the four partners owns every stock on our Approved List.
Furthermore, between the four partners and our immediate family members, we have well over $10 million invested in the same securities using the same strategies we use for clients.If we believe investors will be better served using a different strategy, we will lead the way with our own money. Thankfully our strategy has served us well over the years.
Furthermore, between the four partners and our immediate family members, we have well over $10 million invested in the same securities using the same strategies we use for clients.If we believe investors will be better served using a different strategy, we will lead the way with our own money. Thankfully our strategy has served us well over the years.
Acropolis has the knowledge and experience to help every type of client reach their specific goals and objectives. Acropolis serves three kinds of investors: Private Clients, Institutional Investors and Company Sponsored Retirement Plans (i.e., 401(k) plans). Each of these investor types wants to maximize returns while minimizing risks, but each requires a slightly different discipline.
Our Mission is to offer our clients objective, honest advice above all else. With integrity, fiduciary responsibilities and full transparency, we present a collaborative, personalized approach to investment management. When we created Acropolis, we could have established any business structure. We chose to form a Registered Investment Advisor and accept the accompanying fiduciary responsibility that requires us to put client's interests first.
Becoming a fiduciary was a simple decision because it was the right decision. As an SEC-registered investment advisor, we are obligated to do what's best for those who trust us with their investments. Of the estimated 12,000 registered investment advisers in the United States, Acropolis is one of a few hundred that are certified by the Centre for Fiduciary Excellence.
Reviews (1)
Joan Potthast
Sep 11, 2017
Report
