ACROPOLIS INVESTMENT Overview
Acropolis Investment Management Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 27 employees, of which 21 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 03/31/20. The fund's latest filing disclosed 639MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/20. The fund's latest filing disclosed 639MM in positions, representing 64% of the manager's regulatory AUM.
ACROPOLIS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ACROPOLIS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BND | 13.87% | ETF | 5.62% | -0.62% | 0 | 4% | ||
| VOO | 13.83% | ETF | 28.18% | -0.06% | 0 | 12% | ||
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FEATURED IN
ACROPOLIS INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Christopher B. Lissner | Managing Member & President | August-2002 |
| David B. Ott | Member & Chief Investment Officer | August-2002 |
| Dannelle D. Ward | Member & Chief Compliance Officer | August-2002 |
| Michael T. Lissner | Member | January-2003 |
ACROPOLIS INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ACROPOLIS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The portfolio decision-making process begins with asset allocation. In general, we seek tax- efficient strategies and securities whenever possible and practicable and seek to keep turnover and the related transaction costs low.
The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.
To create the equity allocation, we begin with the MSCI World index and adjust our allocation weights between US and non-US investments to reflect a ‘home bias’ since our clients are principally US citizens living in the US.
The domestic equity allocation is a combination of large, mid, small and micro-cap allocations. We use various products such as mutual funds a...
Get the Full Report
The portfolio decision-making process begins with asset allocation. In general, we seek tax- efficient strategies and securities whenever possible and practicable and seek to keep turnover and the related transaction costs low.
The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.
To create the equity allocation, we begin with the MSCI World index and adjust our allocation weights between US and non-US investments to reflect a ‘home bias’ since our clients are principally US citizens living in the US.
The domestic equity allocation is a combination of large, mid, small and micro-cap allocations. We use various products such as mutual funds a...
Get the Full Report
ACROPOLIS INVESTMENT Portfolio Concentration
ACROPOLIS INVESTMENT Location
14755 NORTH OUTER FORTY ROAD
SUITE 100
ST. LOUIS, Missouri
UNITED STATES, 63017
SUITE 100
ST. LOUIS, Missouri
UNITED STATES, 63017
ACROPOLIS INVESTMENT Contact Information
Phone Number: 888-882-0072
Fax Number: 888-453-1266
Website: http://www.acropoblog.com
Fax Number: 888-453-1266
Website: http://www.acropoblog.com
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