David Ott is a founding partner of Acropolis Investment Management, LLC., a St. Louis Wealth Management firm that currently manages approximately $1.2 billion for individuals, institutions and 401k plans. In addition to working with clients, David serves the firm in a variety of capacities including serving as Chief Investment Officer. The Committee sets asset allocation policy, selects individual stocks and exchange-traded-funds (ETFs) for the Approved List, and determines the broad fixed income strategy (duration, credit exposure, etc.) for clients.
I have been in investor for over 30 years. I'm retired with both a defined benefit pension plan and Social Security. Therefore, I'm more risk tolerant than most people my age but I don't go overboard with the risk as I live in an expensive resort area and still have a mortgage on my residence.
Looking for the 'POOR MAN's' strategies for long term investment ideas in easy to understand terms. My goal is to build as much wealth as I can with a limited investment budget and knowledge base. Over the next 20 years, I plan to build my investment portfolio slowly but steadily as I learn about investing in the stock market.
PRAY FOR ME!!
.....I'll HAVE A COCA~COLA PLEASE!!
.....PASS ME THE PEPSI!!
Sue Thompson is Head of the Registered Investment Advisor Group and 401(k) Sales, overseeing the firm’s iShares and 401(k) sales efforts with registered investment advisors, independent broker/dealers and asset managers.
In 2007 Sue joined Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI, Sue was a principal at Vanguard, heading the national sales team focused on national full service brokerage firms. She joined Vanguard in August 1999 as Senior Counsel, specializing in tax law and structured products. Sue is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
Prior to joining Vanguard, Sue was an attorney at Orrick, Herrington & Sutcliffe, LLP in California, specializing in public finance. She received her B.A. in Accounting from the University of Washington and J.D. from the University of California, Davis. In addition to holding her Series 7, 63 and 24 FINRA licenses, Sue is also a C.P.A. and holds her Certified Investment Management Analyst (CIMA) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania.
Peter Lazaroff, CFA, CFP® is a Portfolio Manager at Acropolis Investment Management, LLC. Peter serves on the firm's Investment Committee. The Committee sets asset allocation policy, selects individual stocks and exchange-traded-funds (ETFs) for the Approved List, and determines the broad fixed income strategy (duration, credit exposure, etc.) for clients.