Investing In
Your Interests

Trust

Integrity and honest advice are our top priorities with fiduciary responsibilities and full transparency. Acropolis offers a personal approach to investment management that honors your goals.

Teamwork

Every client has a team of Acropolitans that meet with you face to face and are dedicated to delivering timely information and responsive personal service at all times.

Understanding

Collaboration is our strong suit. Our team gets to know you, your financial objectives and your life goals. Then, we work together, to set the course for success.

Reliability

By applying the same investment philosophy and investing alongside our clients, we stay keenly aware of the risks and opportunities that we all face in the market.

6 May 2024

The Best Industries to Invest

I was listening to a finance-related podcast last week (as one does), and they said they thought that the best-performing industries in the US were beer and tobacco. The podcasters chuckled because they pointed out that market returns reflect what society wants, and companies respond by providing those goods and services. Beer and smokes – that’s what America has valued the most, as the story went. I thought it was… Read More

29 Apr 2024

Concentrated Risks Rising

We’ve all heard that the S&P 500 is more concentrated than it has been in decades. Indeed, the top 10 holdings in the S&P 500 now account for a whopping 33.8 percent of the index. That’s right, ten of the 500 stocks in the index equal more than one-third of the value of the index. I’m a fan of global diversification, but it’s been a frustrating decade, given how well… Read More

22 Apr 2024

What Happens if Current Tax Laws Expire

The Tax Cuts & Jobs Act (TCJA) was passed by Congress and signed into law by President Trump in 2017. The TCJA expires in 2025, which means one of three things: Congress and the President could work together to develop a new law, act to extend the current law, or let it expire, meaning the tax laws would revert to their 2017 levels. With tax day behind us, I thought… Read More