Investing In
Your Interests

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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.

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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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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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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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30 Nov 2015

Performance Fees Get Exposure

The California Public Employees’ Retirement System (Calpers) is back in the news again (I’ve written about them previously here and here). This time, they’ve decided to disclose how much they’ve paid in performance fees to private equity fund managers and the number is a whopper at $3.4 billion. Private equity, hedge funds and some other kinds of private funds are paid on what is known as a ‘2 and 20’ schedule which… Read More

23 Nov 2015

A Free Lunch for Thanksgiving

Back in May, I wrote about the 13D Activist fund (ticker: DDDIX), which buys stocks that are popular among activist hedge funds like Nelson Petlz and Bill Ackman (click here for my article). Although I did say that it wasn’t a great fund for Acropolis, I thought it was interesting because it had actually delivered alpha – returns that couldn’t be explained by factors like value, momentum, size and quality…. Read More

20 Nov 2015

Possible Law Changes Beyond File and Suspend

Back in 1995, I subscribed to the big industry rag for stock brokers, Registered Rep Magazine.  Twenty years later, I still get the magazine, although I haven’t held a broker’s license (the Series 7) for more than a decade. When I sat down to read it a few days ago, I was struck by one of the articles, which said that the popular Social Security maximization strategy, File and Suspend,… Read More