Acropolis serves three kinds of investors: Private Clients, Institutional Investors and Company Sponsored Retirement Plans (usually 401(k) plans). Each of these investor types wants to maximize returns while minimizing risks, but each requires a slightly different discipline.

Private clients are comprised of high net worth individuals and require top quality investment management, but also need unbiased advice about their financial situation. We have developed tools to help make decisions that should help clients meet their goals while taking the least amount of risk possible.

Institutional investors also need advice, but depending on the kind of organization, the advice will vary widely. For example, an endowment may have similar objectives to a Private Client but is tax-exempt and has an infinite time horizon. A bank, however, may have very specific liability matching objectives depending on their capital requirements.

Retirement Plans are very different because trustees are helping participants meet their goals within a very tight regulatory environment. Plans have substantial technical and compliance requirements and the investment selections need to be flexible enough to provide for beneficiaries who are young with a long time horizon as well as those about to retire.

Acropolis has the knowledge and experience to help each one of these client types with their specific goals and objectives.

Acropolis Investment Management is a St. Louis based fee-only wealth management firm, staffed with dedicated financial professionals ready to work with you to reach your investment goals.  Whether you are looking to start your retirement planning, rollover your IRA or 401K or you're an institutional investor looking to maximize returns, we are here to help. To learn more about our financial planning services, please contact us at 1-888-882-0072.