Investing In Your Interests

At Acropolis, we are committed to our clients and strive to serve you through trust, outstanding service, sound advice and exceptional results. Our unique philosophy and strategies are based on our extensive knowledge and on our real world experiences. And, we not only preach our philosophy, we believe in it and practice it with our own personal investments.

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Trust

Integrity and honest advice above all else, with fiduciary responsibilities and full transparency. Acropolis offers a personal approach to investment management that honors your goals.

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Teamwork

Every client has a team of Acropolitans that meet with you face to face and are dedicated to delivering timely information and responsive personal service at all times.

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Understanding

Collaboration is our strong suit. Our team gets to know you, your financial objectives and your life goals. Then, we work together, to set the course for success.

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Reliability

By applying the same investment philosophy and investing alongside our clients, we stay keenly aware of the risks and opportunities that we all face in the market.

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5 Dec 2014

Assessing an Allocation to Global Stocks

Recent performance of global stocks has been a drag on performance for the diversified investor.  It’s tempting to criticize a strategy based on recent performance, but using global equities as part of a diversified portfolio still makes sense. Below is a link to an article I wrote for CFA Institute’s blog assesing an allocation to global stocks. Click here to read the full article.

19 Dec 2014

The Allure of Market Timing

The performance of the S&P 500 over the past two days has reminded me of charts that I have seen over the years that show the impact of missing the best days in the market. These charts offer a good message about remaining fully invested, which I wholly agree with, but the charts are also a little misleading in my view.  I decided to create one of my own to… Read More

18 Dec 2014

ALM Insights – December 2014

ALM Insights is focused on banks and other institutions that use their portfolio to manage risk on both sides of their balance sheet. It takes an in-depth look at securities investment strategies, balance sheet and asset/liability strategies, regulatory topics and general economic information. To view this issue, click the image below. In This Issue: King Dollar Finally, A Regulation You Can Opt-Out Of Reading The Tea Leaves

18 Dec 2014

Splitting Hairs with Janet Yellen

The Fed did lose the ‘considerable time’ phrase, in the sense that it had been part of a sentence that said that ‘it will likely be appropriate to maintain the zero to one-quarter percent target range for the federal funds rate for a considerable time following the end of its asset purchase program.’ In this statement, they say that they ‘can be patient’ about the timing of interest rate hikes. … Read More