The ancient Greeks were among the first to explore the concept Golden Rule when Pittacus said, “Do not to your neighbor what you would take ill from him.”

Sadly, the financial services industry as a whole erodes investor confidence with hidden and excessive fees, recommendations that favor the advisor over of the client, and, sometimes, outright fraud.

Trust cannot be proven and must be earned instead.  As we continue to build Acropolis, we work hard to deserve your trust.

Structure
As an independent firm, we chose to establish a Registered Investment Advisor, regulated by the Securities and Exchange Commission (SEC) and serve clients in a fiduciary capacity.

A fiduciary is someone that occupies a position of special knowledge and requires the highest degree of loyalty to clients and disclose of any possible conflict of interest.

We have proudly served clients as a fiduciary since inception and have recently taken an extra, voluntary step by earning the CEFEX certification and designation from the Centre for Fiduciary Excellence.

Fees
We serve our clients on a Fee-Only basis, meaning that we never receive any compensation or incentives from a third party.  We do not earn any commissions, take any soft-dollars or receive any payment for the use of any product.

Our fees are readily transparent; the last page of our quarterly reports is a detailed invoice that shows the fee and how it is calculated.

Checks & Balances
Acropolis does not custody or safe-keep any assets.  Assets are held by one of the national discount brokerages like Charles Schwab & Co., Inc. or TD Ameritrade.

You will receive statements, trade confirmations and tax documents directly from the custodian and can view your assets online at the custodian’s website.

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