Acropolis Investment Management, LLC
Acropolis Investment Management, LLC is a registered investment adviser headquartered in Chesterfield, Missouri, United States. Founded in 2002, Acropolis serves retail investors and institutional clients, offering services including financial planning, retirement planning, portfolio management, and advisory for company-sponsored retirement plans. The firm employs approximately 43 people and is dedicated to delivering sound advice, outstanding service, and a positive investment experience to individuals, families, endowments, pension plans, and nonprofits.
Investment Strategy
Acropolis provides discretionary and non-discretionary investment advisory services focusing on financial planning and portfolio management tailored to each client's goals. Services include regular, periodic reviews of client accounts, ensuring alignment with investment policy statements and adapting strategies based on changes in client circumstances. For institutional clients, Acropolis manages portfolios of fixed income and equities, offering solutions for corporate accounts, endowments, pension funds, and not-for-profits. The firm integrates alternative investments and uses artificial intelligence where appropriate, following a fiduciary standard throughout its process.
Top Holdings
Equity Positions (264)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.42% | $323.3M | 569,077 | $297.86 | $612.38 | +$18.3M |
B BND | VANGUARD BD INDEX FDS | 8.36% | $164.4M | 2,233,448 | $79.41 | $74.37 | +$6.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.02% | $157.9M | 2,770,339 | $45.08 | $59.92 | +$9.5M |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.80% | $114.1M | 1,941,060 | $57.89 | $58.85 | +$3.7M |
I IJR | ISHARES TR | 5.44% | $107.1M | 979,780 | $66.13 | $118.83 | +$6.3M |