Important Notice: Fraudulent Schemes Impersonating Acropolis Investment Management, LLC. (ACR) More Info

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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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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.

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21 Mar 2025

Important Notice: Fraudulent Schemes Impersonating Acropolis Investment Management, LLC. (ACR)

There have been recent incidents of individuals and groups falsely claiming to be associated with Acropolis Investment Management, LLC. (ACR) on social media platforms. These imposters have engaged in a variety of unauthorized conduct, including soliciting customers to carry out trading activities with them, impersonating ACR using the genuine names of ACR senior executives or employees to offer investment opportunities, claiming to offer investment training courses that are supposedly provided… Read More

By Bob Fleming
7 Jul 2025

Estate Planning – Who’s Who

The last two weeks focused on the core estate planning documents and why it’s a good idea to keep your documents in good order. This week, I will define the major players in the documents, hopefully putting some of the legal terms in plain English. Since this article will stand alone on our website, I want to state that I’m not a lawyer, Acropolis isn’t a law firm, this isn’t… Read More

By David Ott Tags: , ,
30 Jun 2025

Estate Planning, Part 1.5

I always enjoy it when readers reply to these emails, and last week was particularly gratifying because several people said something along the lines of, “I’ve been meaning to do this for a while, and I’m going to call my lawyer this week and get it updated.” That’s great! I also heard from one of my favorite estate lawyers, Tim Yeaglin, the Co-Chair of Lewis Rice’s Estate Planning and Probate… Read More

By David Ott Tags: ,
23 Jun 2025

Beyond Taxes: Estate Planning Matters Enormously

When the federal estate tax exemption started climbing rapidly in the 2000s (and even went to zero for one year in 2010), an estate lawyer friend told me he was glad because estate planning shouldn’t be so focused on tax avoidance. “What do you mean?!?” I thought. I had always believed that tax savings were the main point of estate planning. And in 2002, when we launched Acropolis, the tax… Read More

By David Ott Tags: , , , ,