A complete list of active advisors currently associated with Acropolis Investment Management

Warmer can help you find a great advisor at Acropolis Investment Management or one who fits your needs even better.

Acropolis Investment Management, LLC is a fee‑only wealth management firm that provides financial planning and portfolio management to individuals (including trusts and estates), institutional clients (corporations, banks, endowments, and charitable organizations), and company‑sponsored and multiemployer retirement plans. The firm offers individual investment management, institutional portfolio services, and retirement‑plan advisory and education, and may support clients through sub‑advisor or solicitor arrangements. Investment decisions are driven by an asset‑allocation framework in which an Investment Committee uses long‑term commercial and academic data to estimate risk, return, and correlations and to construct diversified portfolios across equities, fixed income, mutual funds, ETFs and, when appropriate, private or alternative investments. Portfolios emphasize tax efficiency and low turnover, begin equity allocations from the MSCI World benchmark with a U.S. home‑bias adjustment, and apply quantitative and fundamental metrics (including Novy‑Marx measures and DCF analyses) for selecting larger‑cap individual stocks, typically managed on a discretionary basis under a signed Investment Policy Statement. Distinctive elements noted in the brochure include a focused retirement practice for the union workplace delivered through Ullico Retirement Solutions and a solicitor/sub‑advisory relationship with Ullico Investment Advisors, along with an advisory role to 31 company‑sponsored plans with over $600 million in plan assets and approximately $2.64 billion in discretionary AUM. The firm issues regular quarterly performance reports, provides participant education and on‑site sessions, participates in fee‑sharing solicitation arrangements, and uses AI tools for administrative tasks (meeting note‑taking and agenda preparation) while expressly not using AI for investment decision‑making.

To learn more about the advisors currently working at Acropolis Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.