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Year Founded:
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2002 as an Independent Firm
1999 as Bank Subsidiary
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Business Segments
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Private Client
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Individuals & Families
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Institutional
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Banks, Foundations, Endowments, Not-for-Profits
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Retirement Plans
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Qualified Retirement Plans (401(k), 403(b), Defined Benefit, etc.)
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Geography
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Headquarters
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St. Louis, MO
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Clients In
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34 states
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International
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Yes
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Employment
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Partners
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4
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Employees (Full-Time)
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21
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Average Employee Tenure
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4+ years
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Employee Turnover
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<2 percent (5 year average)
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Awards
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St. Louis Business Journal "Best Places to Work" - 2007, 2009, 2010, 2011
St. Louis Magazine "Five Start Wealth Manager" - 2009, 2010, 2011
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Designations Held
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22 Registered Investment Advisor Representatives (Series 65)
2 Certified Financial Analyst (CFA) Charterholders
2 Certified Financial Planners (CFP)
1 Certified Public Accountant (CPA)
1 Certified Exit Planning Advisor (CEPA)
1 Certified Retirement Planning Counselor (CRPC)
1 Certificate in Performance Measurement (CIPM) Designation Holder
2 ASPPA Qualified 401(k) Administrator (QKA)
1 ASPPA Qualified Pension Administrator (QPA)
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Clients & Assets |
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Assets Under Management
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(as of 12/31/11):
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Private Client
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$532 million
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Institutional
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$181 million
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Retirement Plans
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$86 million
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Total
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$800 million
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Acropolis Investment Management is a St. Louis based fee-only asset management firm, staffed with dedicated financial professionals ready to work with you to reach your investment goals. Whether you are looking to start your retirement planning, asset reallocation, rollover your IRA or 401K or you're an institutional investor looking to maximize returns, we are here to help. To learn more about our financial planning services, please contact us at 1-888-882-0072.
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Copyright © 2009 - 2012 Acropolis