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At Acropolis, we are personally committed to our clients. Building our business on trust, we strive to deliver outstanding service, sound advice and a positive investment experience. Our unique investment philosophy and strategies are based on both our extensive knowledge and on our real world experiences. We not only preach our philosophy, we believe in it and practice it with our own personal investments.

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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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31 Mar 2015

When Everyone Beats the Market

One way to judge the performance of a mutual fund or ETF is to compare the results to a relevant benchmark, which is usually an index that has relatively similar characteristics. Another method is to compare your fund to a group of funds that are basically pursuing the same strategy. ¬†Admittedly, we don’t use this approach very often, even though I think it would make our job a lot easier… Read More

30 Mar 2015

Surprise Expenses in Retirement

When we sit down with a client to talk about retirement, one of the key questions that we ask is, ‘how much will it cost you to maintain your lifestyle in retirement?’ It’s also one of the most difficult questions because a lot of people haven’t taken the time to really think about nuts and bolts of retirement. We all see the marketing ads with a silver-haired couple walking on… Read More

27 Mar 2015

Warren Buffett’s Special Access

Warren Buffett is the master.¬† There was never any real doubt about that in my mind, but the Heinz/Kraft deal that was announced yesterday is another reminder that the Oracle of Omaha hasn’t lost his touch. Over the past few years, Buffett has been on a buying spree, probably to help set the course for Berkshire Hathaway in the coming decades knowing that he might not be around to steer… Read More