Acropolis Investment Management

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We know that investors have many choices within the financial services industry. We also know that the industry generally fails investors and have taken great care to construct a firm that offers significant advantages to our clients. First and foremost, we provide a trusted relationship. Investors have to trust the person and firm that they are working with. We know that trust can’t be proven and have taken important steps to earn trust from working on a fee-only basis to serving clients in a fiduciary capacity.

We recognize that individual investors need more than the institutional quality investment management that we deliver. Individual investors also require unbiased, ongoing advice about their entire financial situation. Most investors are unsure how to make asset allocation decisions, what the impact of an early retirement will be or how to tell the difference between two bonds. Each of these examples can have an enormous impact on your financial life, but most people aren't sure how to make the most appropriate decisions.

Acropolis serves three kinds of investors: Private Clients, Institutional Investors and Company Sponsored Retirement Plans (usually 401(k) plans). Each of these investor types wants to maximize returns while minimizing risks, but each requires a slightly different discipline. Private clients are comprised of high net worth individuals and require top quality investment management, but also need unbiased advice about their financial situation. We have developed tools to help make decisions that should help clients meet their goals while taking the least amount of risk possible.

We know that for all of the sophisticated investment strategies that we employ, clients will be dissatisfied without timely, responsive service. Our commitment to strong client relationships is built into our structure, communications and service standard. Team Structure The very nature of your relationship with Acropolis facilitates superior service. By having a team that includes a Portfolio Manager (PM) and a Portfolio Administrator (PA) that serves each client, we ensure that two people from the firm know you and understand your situation.

Bonds serve as the ballast in a portfolio. While stocks can earn terrific returns but also suffer significant losses, bonds have historically provided more stable, albeit lower returns. Unlike stocks that represent ownership in a business, bonds are loans to entities like governments, municipalities, corporations, or federal agencies. Like any loan, bonds pay interest and then return the principal to the investor.

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