David Ott

of high net worth individuals and require top quality investment management, but also need unbiased advice about their financial situation. We have developed tools to help make decisions that should help clients meet their goals while taking the least amount of risk possible. Institutional investors also need advice, but depending on the kind of organization, the advice will vary widely. For example, an endowment may have similar objectives to a Private Client but is tax-exempt and has an infinite time horizon. A bank, however, may have very specific liability matching objectives depending on their capital requirements. Retirement Plans are very different because trustees are helping participants meet their goals within a very tight regulatory environment. Plans have substantial technical and compliance requirements and the investment selections need to be flexible enough to provide for beneficiaries who are young with a long time horizon as well as those about to retire. Acropolis has the knowledge and experience to help each one of these client types with their specific goals and objectives. Our mission is to consistently deliver trusted advice, a personal relationship, and positive results for our clients.

Cliff Reynolds covers the bond market in Fixed Income Weekly.