Investing In
Your Interests

Trust

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.

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.

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.

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.

26 Mar 2020

COVID-19 and Acropolis

We want to share some important updates on how we are protecting our clients and employees during this challenging time.  While we are not aware of any Acropolis employee with the virus, we have implemented the precautions outlined below: Beginning on March 21, the majority of Acropolis employees transitioned to a work from home platform. There are a few employees still working in the office, and they are diligent in… Read More

3 May 2021

Biden’s Tax Proposal

President Joe Biden outlined his tax proposals in his address to Congress on April 28th and issued an 18-page fact sheet, which can be found by clicking here. There are many proposals, but here are some of the items of note for individual investors: The top tax bracket would increase to 39.6 percent from 37.0 percent. In 2021, the top bracket began at $523,601 for single individuals and $628,301 for… Read More

26 Apr 2021

Derivatives in Your Portfolio

Last week, the Wall Street Journal (WSJ) ran a gripping article about a mutual fund that blew up due to problems with derivatives in the fund’s portfolio. You can read the whole article by clicking here, but let me start by sparing you of wondering whether you have it: not with us; our portfolio management software doesn’t even recognize the ticker. The thrust of the story is that the fund,… Read More

15 Apr 2021

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Sensational Small-Caps The Gift that Keeps On Giving Pandemic Volatility Subsides The Big Picture Click here to read the issue: Q1 2021 Portfolio Insights