Mission Statement

Our mission is to consistently deliver trusted advice, a personal relationship, and positive results for our clients.

Our Values

These values support our mission:

1. Integrity above all else. 

Legendary Chairman and CEO of General Electric, Jack Welch, wrote that “integrity is just a ticket to the game.  If you don’t have it in your bones, you shouldn’t be allowed on the field.”  We couldn’t agree more.

2. The client always comes first.

When we created Acropolis, we could have established any business structure.  We chose to form a Registered Investment Advisor and accept the accompanying fiduciary responsibility that requires us to put client’s interests first.

3. Take the path with the least risk. 

When establishing client goals, we have always said that clients should take the least amount of risk necessary to meet their goals. 

4. No one can predict markets.

The Nobel Prize winning physicist Niels Bohr said, “Prediction is very difficult, especially about the future.”  Many industry practitioners make eloquent forecasts about the market’s ups and downs, but we have yet to see anyone (including ourselves) do this with any precision or consistency.

5. Focus on process.

Given that we can’t predict or control markets, we focus on the things that we can control through a series of disciplined processes from determining an asset allocation to buying and selling securities.  While we can’t control the outcomes, having defined practices in place helps us manage risk and reduce the powerful emotional influences that can dramatically affect an investment portfolio.

6. We invest alongside our clients.

This may seem obvious, but there are many people in the investment business who don’t follow their own advice.  John Bogle, the founder of Vanguard mutual funds, said that among the 4,356 equity mutual funds, 53.1 percent of the fund managers didn’t own a single share of the funds they managed.  We believe that putting our own money at risk in the same securities as our clients keeps us keenly aware of the risks and opportunities.

We are fee only wealth advisors and financial consultants focused solely on the goals of our clients, so if you are looking for retirement planning advice, needing help rolling over a 401K or IRA 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.