The right combination of skills, knowledge, and expertise rarely belong to just one person, so we collaborate in teams to best serve clients. 

Each client works with a Portfolio Manager (PM) and a Portfolio Administrator (PA) and has a group of traders and analysts working behind the scenes to make sure that we can deliver consistent advice, investment strategy, and service.

By having two team members attend each client meeting from the very beginning, you can be sure that we truly know you and your situation.  Furthermore, you can rest assured knowing that your account is being reviewed by a Portfolio Manager and a Portfolio Administrator each quarter in addition to the constant review by the Trading/Analytics team. 

Acropolis prides itself on client contact.  We can’t control the stock market, but we can control the level of communication that you receive.  Some issues are best dealt with by Portfolio Managers and some are best resolved by a Portfolio Administrator.   Either way, you know that whatever you need will be resolved quickly and easily.

Across our team members, we are fluent or proficient in Spanish, French, Greek, and Korean.  Please browse the links to the right to learn more about each of our team members.

We are fee only financial advisors focused solely on the goals of our clients, so if you are looking for retirement planning advise, estate planning, 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.