17 Feb 2025

The Hedge Fund Alternative, Part 1

Last September, I wrote that I would write about the four big categories of alternative investments, as defined by the CFA Institute: Hedge funds Commodities and Natural Resources Real Estate and Infrastructure Private Equity and Private Credit Well, five months have passed, and I forgot all about it, but two articles I read recently reminded me. In January, the Wall Street Journal reported on a new study that showed that… Read More

By David Ott Tags: , , , ,
16 Jun 2016

Financial Times Recognizes Acropolis

I am pleased to announce that for the second time, Acropolis has been named a top Registered Investment Advisor (RIA) by the Financial Times (FT). The FT starts by looking at firms with more than $300 million in assets under management, which is about 1,500 RIAs.  They invite firms to fill out a questionnaire and then evaluate the companies based on six key attributes: assets under management (AUM), asset growth,… Read More

By David Ott Tags:
17 Aug 2015

St. Louis Business Journal Recognizes Dannelle Ward

I had the great pleasure of attending the St. Louis Business Journal’s Most Influential Business Women event on Friday to celebrate the success of my business partner, Dannelle Ward. The luncheon at the Chase drew 750 people to honor 25 women that the Business Journal selected from nearly 150 nominations.  It was fun to hear all of their stories, which were obviously all impressive. The feature in Friday’s paper provides… Read More

By David Ott Tags:
13 Nov 2014

Financial Advisor Magazine Highlights Acropolis 401(k)s

Hopefully, The Department and Labor (DOL) and Security and Exchange Commission (SEC) will continue to move towards placing employees first in company 401(k) plans.  One step they are considering in raising the legal bar on the advisors to 401(k)s.  Acropolis fully supports a stronger fiduciary standard, the lowering of plan fees, and encouraging more effective employee education, as profiled in Financial Advisor Magazine article below. Click here to read the… Read More

By David Ott Tags:
30 Jun 2014

Financial Times Top 300 RIAs Includes Acropolis

The Financial Times Top 300 RIAs includes Acropolis in their inaugural ranking! A subscription may be required, but here is the link to the report. When we started out nearly 12 years ago (our anniversary is in August), we received a few accolades from a magazine published by Bloomberg that consistently said that we were one of the fastest growing firms. Still, compared to other firms on the list, we were… Read More

By David Ott Tags: