Although investment management is at the core of our firm, we recognize that we are not investing in a vacuum.  When we are managing a Private Client portfolio, it is for a person who has specific financial circumstances, goals, and requirements.

Therefore, at the outset of every relationship, we spend a great deal of time understanding our client’s total financial situation, including their:

Estate Planning Needs
Tax Situation
Outside Assets (e.g. Real Estate, Concentrated Positions)
Business Ownership Interests (Closely Held Stock)
Liabilities (e.g. Mortgages, Consumer Loans)
Risk Management Needs (Life Insurance, Asset Protection)
Philanthropic Goals (Charitable Foundations, Donor Advised Funds)

We believe that all of these factors are critical to understand before we can develop an appropriate investment strategy. To make sure we stay on track, once we understand our clients’ total financial situation we document it, along with the initial investment plan, in an Investment Policy Statement. This document serves as our road map for managing each of our clients’ portfolios.

We also believe that clients are best served by engaging multiple professionals for each separate financial planning need. This way, our clients develop a team of professionals, each of whom can provide objective advice within their specific area of expertise, and each of whom can monitor the actions of the others to make sure the advice they are receiving is always in their best interest.

We maintain relationships with outside estate planning lawyers, accountants, insurance and mortgage brokers, and other professionals that we can use to answer questions for our clients—at no additional cost. We can also refer our clients to outside professionals for each of these needs whom we have worked with extensively and who we trust will do the right thing.

The professionals our clients choose to engage are entirely up to them. We receive no compensation for any referrals we make. Our function is to identify our clients’ critical financial planning needs and point them in the right direction to address them. Regardless of who our clients choose to engage, we work closely with the other parties to make sure all aspects of our clients' financial plan is operating in concert.

We are fee only private wealth advisors and financial planners focused solely on the goals of our clients, so if you are looking for retirement planning advice, help with estate planning, 401K rollover advise, or you are an institutional investor, Acropolis Investment Management is here to help. Please give us a call to learn more about our comprehensive financial planning services.