Chesterfield, MO North Outer Forty Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Acropolis Investment Management
Multi-team
Firm-wide stats for Acropolis Investment Management
Clients per advisor
28 Very LowAvg AUM per client
$2,390,062 Very HighHNW client ratio
61% Very HighAbout
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.
Based on Acropolis Investment Management
Expertise
Based on Acropolis Investment Management
Occupation focus
Based on Acropolis Investment Management
Location
14567 North Outer Forty Road, Suite 200
Chesterfield MO 63017
Advisors at this office
29
Advisors at this office
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