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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21 Nov 2014

An Inside Look at a ‘Super-Investor’

On Wednesday, I met with a client that I’ve worked with for more than 10 years. In fact, we signed the new account paperwork the night before my second daughter was born. As you might expect, my wife was not thrilled. In the late 1980s, this couple made a substantial investment with an extremely well known investor – someone I grew up watching on Wall Street Week with Louis Rukeyser…. Read More

20 Nov 2014

How to Get a $200 million IRA (no joke)

When Mitt Romney ran for President in 2012, he was required to disclose information about his net worth, which was around $250 million. The most interesting element to me, though, was that he had more than $100 million in his IRA. IRAs are an important element of our clients IRAs and some have large balances, but nothing, obviously, like Romney’s. I don’t begrudge Romney and have no interest in getting… Read More

19 Nov 2014

Are Banks Safer?

The mantra coming out of the 2008 financial crisis was that banks that are ‘too big to fail’ are simply too big. Our government passed the Dodd-Frank Wall Street Reform and Protection Act and the countries from the G20 got together to create the Financial Stability Board (FSB) in an effort to create a safer banking system. One of the great ironies of the too big to fail problem is… Read More