Acropolis manages money for a wide variety of institutional accounts. Our philosophy is first to understand the organization’s situation and objectives and then develop a plan to accomplish the stated goals. We begin with the fundamental belief that the starting point for each organization should be to construct a portfolio with the least amount of imbedded risk required to accomplish the desired outcome.

Our non-bank portfolios (endowments, labor organizations, not-for-profits, pension and profit sharing plans, insurance companies, etc.) typically include a diversified blend of stocks and bonds which are invested across multiple asset classes.  We approach the markets with a long-term view and manage in a low-turnover, tax-efficient manner seeking to maximize the risk adjusted total return while meeting required cash flow needs.

Bank portfolio clients require a substantially different investment management process. Banks have very specific mandates and restrictions for their portfolio. The management of bank portfolios is typically based upon a spread to the funding base rather than total return. Additionally the portfolio may incorporate goals beyond income maximization including regulatory liquidity, use as collateral and a tool to manage balance sheet duration gap.

Acropolis works alongside our banking clients to meet all of these needs. In addition to security selection and trade execution, we participate in the Asset-Liability Committee (ALCO), contribute to the creation of investment policies, and demonstrate the effect that the securities portfolio has on the bank’s balance sheet.

In all cases Acropolis provides complete reporting in a simple, understandable format which allows trustees to monitor the investments and execute every aspect of their fiduciary duty related to the portfolio.

Regardless of the type of Institution, Acropolis can help create and execute a plan for protecting your assets and achieving your goals.

Click here for a PDF addressing common questions about our investment philosophy and reporting.

Since 1999, Acropolis Investment Management has been advising institutional investors with endowment investments, company sponsored retirement plans, profit sharing asset management, not for profit investments, labor organization asset management and more. To learn how we can help you, please contact us at 1-888-882-0072.