Private Client

We recognize that individual investors need more than the institutional quality investment management that we deliver. Individual investors also require unbiased, ongoing advice about their entire financial situation.

Most investors are unsure how to make asset allocation decisions, what the impact of an early retirement will be or how to tell the difference between two bonds. Each of these examples can have an enormous impact on your financial life, but most people aren’t sure how to make the most appropriate decisions.

The advice that we provide is custom for each client because no two clients are the same. Although many clients may have similar sounding goals, each client will make different decisions depending on their own unique circumstances. Some clients will want to work longer while others will save more to retire early. We have the tools to help people make the decisions that are right for them.

Our clients know that our advice is objective. We serve clients on a fee-only basis and have no hidden agenda about the investments that we select. We are also a Registered Investment Advisory firm, which means that we serve clients in a fiduciary capacity that requires us to put client interests first and disclose any possible conflicts of interest. We have gone one step further by earning the CEFEX designation, from the Centre for Fiduciary Excellence.

And we are focused on results. Of course this refers to investment performance, but, more importantly, we are working to ensure that clients can meet their investment objectives. We know that clients ultimately judge us on our ability to continue to live the lifestyle that they have built even after they have stopped working.

We are well positioned to meet your needs and you can have the confidence that we can help you meet your financial goals.

Acropolis Investment Management is a St. Louis based fee-only wealth 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, rollover your IRA or 401K, or you're in need of estate planning services, we are here to help. To learn more about our financial planning services, please contact us at 1-888-882-0072.