For more than 20 years, Acropolis has delivered sound advice, outstanding service and a positive investment experience. Each team member at Acropolis is personally committed to our clients. Our business has been built on the trust each client has placed in us as a fiduciary serving their needs. Acropolis’ unique investment philosophy and strategies are based on academic research coupled with our extensive knowledge and real world experience. We implement the same strategies for our clients that we use with our own personal investments.
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.
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.
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.
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.
We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Decomposing Stock Market Returns Inside the Economy: CAPEX Your Legacy: A Culture of Giving The Big Picture Click here to read the issue: Q4 2025 Portfolio Insights
We have all noticed that the S&P 500 has become unusually concentrated. What is less obvious is how today compares to earlier eras, simply because the data are harder to find. Bloomberg published a helpful chart over the weekend using the UBS Global Investment Returns 2025 Yearbook (Dimson, Marsh, and Staunton of London Business School), extending back to 1900. Because the series is incomplete before 1925, I anchored the analysis… Read More
Last week, I outlined the views of Joe Davis, Vanguard’s Chief Economist, who argues in his recent book that the economic and market outlook for the next decade largely hinges on whether AI delivers meaningful productivity gains. In the bull case, AI performs as hoped. Productivity improves, economic growth remains durable, markets benefit, and the US is better able to manage the risks associated with large and growing deficits and… Read More
