Round Rock, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Akros Investments, Inc.
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About
Akros Investments, Inc. is a registered investment adviser that primarily serves institutional clients and plan sponsors, including defined contribution and defined benefit plans, corporations, foundations, endowments, and other financial firms. The firm offers business and institutional consulting, retirement-plan oversight and co‑fiduciary services, investor education and portfolio management, as well as standalone asset and portfolio review engagements.
The firm combines fiduciary governance, risk‑management guidance and an asset‑allocation-based portfolio approach, working from written investment policy statements and periodic rebalancing to align portfolios with client objectives. For consulting engagements Akros documents a defined scope of work in written engagement letters and may provide services on an hourly, project, or retainer basis while asset management is billed on an asset‑based basis.
Compared with many peers, Akros emphasizes pension and retirement‑plan consulting and offers educational programs and workshops (including a women‑focused financial education series), services that are relatively uncommon for investment managers in this category. The firm also documents adviser selection and referral arrangements, operates with a small senior team under recent internal ownership consolidation, and discloses that principal staff maintain separate non‑investment business activities that the firm says are kept distinct from advisory services.
Based on Akros Investments, Inc.
Expertise
Based on Akros Investments, Inc.
Occupation focus
Based on Akros Investments, Inc.
Location
Round Rock TX
Advisors at this office
1
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