The investment advice we share with clients originates from what we do for our own families.
The business that has become Acropolis Investment Management, LLC was formed in 1999 to deliver trusted advice, build more personal relationships and secure the lifestyles our clients had worked so hard to create.
Over the years, we have successfully reached many of the goals we set out to achieve, plus many others we couldn’t even imagine.
Today, Acropolis serves three kinds of investors: Private Clients, Institutional Investors and Company Sponsored Retirement Plans (usually 401k plans). Still based in St. Louis, MO, we now serve clients in 34 states.
Chris Lissner, Dannelle Ward and David Ott work together in the Bond Department at Mark Twain Bank through its various incarnations: Mark Twain, Mercantile, Firstar, and now, U.S. Bank.
Chris and Dannelle join other Mark Twain alumnus at Everbank and file the registration paperwork to create Evertrade Advisors, a wholly-owned subsidiary of Everbank.
Chris and Dannelle open an account for their first client: Chris’ Mom.
David joins Evertrade Advisors as a portfolio manager.
In a friendly agreement with Everbank, Chris, David and Dannelle purchase all of the assets of Evertrade Advisors lock, stock and barrel.
Michael Lissner joins as a Partner and portfolio manager 69 days after Acropolis becomes independent.
The Acropolis Financial Forecaster® (AFF) begins commercial use to help clients define their goals and objectives. Acropolis moves to their current location in Chesterfield. Private client assets cross $100 million.
Private client assets cross $250 million.
Acropolis launches Acropolis Retirement Plan solutions to serve employer-sponsored retirement plans such as 401(k)s. The staff also jumps from 11 to 25, marking a substantial increase in employees. Private client assets cross $500 million.
We survive the crisis! No employees are laid off and our conservative financial position allows us to continue operations without disruption.
Acropolis earns the CEFEX designation, demonstrating conformity with all of the Fiduciary Practices as defined by the Centre for Fiduciary Excellence. See the certificate here.
Acropolis crosses over $1 billion in assets under management.