| Year Founded: |
2002 as an Independent Firm
1999 as Bank Subsidiary
|
|
Business Segments
|
Private Client
Institutional
Retirement Plans |
Individuals & Families
Banks, Foundations, Endowments, Not-for-Profits
Qualified Retirement Plans (401(k), 403(b), Defined Benefit, etc.)
|
|
Geography
|
Headquarters
Clients In
International Clients |
St. Louis, Mo.
34 States
Yes
|
|
Employment
|
|
Partners
Employees (Full Time)
Average Employee Tenure
Employee Turnover
Awards
Designations Held
|
4
21
4+ years
<2 Percent (5 Year Average)
St. Louis Business Journal "Best Places to Work" - 2007, 2009, 2010 & 2011
St. Louis Magazine "Five Star Wealth Manager" - 2009 - 2011
22 Registered Investment Advisor Representatives (Series 65)
2 Chartered Financial Analyst (CFA) Charterholders
3 Certified Financial Planners (CFP)
1 Certified Public Accountant (CPA)
1 Certified Exit Planning Advisor (CEPA)
1 Certified Retirement Planning Counselor (CRPC)
1 Certificate in Performance Measurement (CIPM) Designation Holder
2 ASPPA Qualified 401(k) Administrator (QKA)
1 ASPPA Qualified Pension Administrator (QPA)
|
|
Clients & Assets
Assets Under Management as of 12/31/11: |
Private Client
Institutional
Retirement Plans
Total
Minimum Relationship
|
$532 million
$181 million
$86 million
$800 million
$1 million
|
|
|
|
|
Acropolis Investment Management is a St. Louis based fee-only asset 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, asset reallocation, 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.
|
Acropolis Investment is a certified fiduciary and a member of the Centre for Fiduciary Excellence.