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 The business that would become Acropolis Investment Management, LLC was formed in 1999.
The idea was simple enough: individual investors were not getting high quality, objective investment advice.
Despite the obvious investor needs, the investment community offered poorly constructed investment advice, or, much worse, advice that was designed to enrich the advisor instead of the client.
To fill this void, Acropolis was created to deliver trusted advice, a personal relationship and positive results for clients.
Milestones
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1990’s
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Chris Lissner, Dannelle Ward and David Ott work together in the Bond Department at Mark Twain Bank through its various incarnations: Mark Twain, Mercantile, Firstar, and now, U.S. Bank.
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1999
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Chris and Dannelle join other Mark Twain alumnus at Everbank and file the registration paperwork to create Evertrade Advisors, a wholly-owned subsidiary of Everbank.
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2000
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Chris and Dannelle open an account for their first client: Chris’ Mom.
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2001
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David joins Evertrade Advisors as a portfolio manager.
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2002
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In a friendly agreement with Everbank, Chris, David and Dannelle purchase all of the assets of Evertrade Advisors lock, stock and barrel.
Michal Lissner joins as a Partner and portfolio manager 69 days after Acropolis becomes independent.
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2003
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The Acropolis Financial Forecaster® (AFF) begins commercial use to help clients define their goals and objectives. Acropolis moves to their current location in Chesterfield. Private client assets cross $100 million.
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2005
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Private client assets cross $250 million.
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2007
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Acropolis launches Acropolis Retirement Plan solutions to serve employer-sponsored retirement plans such as 401(k)s. The staff also jumps from 11 to 25, marking a substantial increase in employees. Private client assets cross $500 million.
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2008
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We survive the crisis! No employees are laid off and our conservative financial position allows us to continue operations without disruption.
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2009
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Acropolis earns the CEFEX designation, demonstrating conformity with all of the Fiduciary Practices as defined by the Centre for Fiduciary Excellence. See the certificate here.
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Since 1999, Acropolis Investment Management has been a St. Louis based private wealth management leader. We have grown to manage over $500 Million in private client assets. To learn more about our fee-only financial planning services, please contact us at 1-888-882-0072.
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Acropolis Investment is a certified fiduciary and a member of the Centre for Fiduciary Excellence.