About Us - Why Akros?

Akros strives to have long-term relationships with a select group of business and individual clients to inspire them to realize that their objectives and dreams.

We distinguish ourselves in four areas which we feel are all beneficial to our clients to guide them on their financial journey to fulfill their goals:

Investing is more than just the market or a product; it is about

• Preserving Wealth
• Building Wealth
• Transferring Wealth
• Distributing Wealth

The principals of Akros have their backgrounds rooted in the financial industry. We have over 50 years of regulatory, banking, trust and investment experience.

Some of the experience includes CEO and COO/Compliance Officer of two different billion dollar plus investment firms, managing a large national bank Broker Dealer Senior Executives for a National Trust Company and legal coordinator for the FDIC Liquidation Division.

Our track record includes leading business effectiveness projects in the areas of revenue growth, cost containment and risk management that have enabled companies to achieve up to 40% profit margins and operational excellence.

We have implemented sound growth strategies, market development initiatives, regulatory policies, process transformation, and investment management practices within Fortune 500 and emerging companies.

We have worked with all types of clients - from trusts, to pension plans, to endowments, to High Net Worth Individuals, to small business, to Fortune 500 businesses to the average person needing investment advice.

Investing and the financial industry are becoming more and more complicated. Navigating through all the changes along with the ups and down in the market is difficult. Having an experienced guide to help you understand these changes is very important – so you can make the complicated seem less complicated and easier for your client’s to understand.

Financial planning, Wealth Management and Investing is all about trust. We have worked hard to build a business and ensuring its regulatory and financial safety is of utmost importance.

When founded in 2002, the principals of Akros made the decision to be a fee-only fiduciary and thus registered as an SEC Registered Investment Advisor. We made the corporate decision not manage money. We use our experience to help financial firms and financial advisors reach their full potential. We also work with individuals, endowments and other investors to help oversee their financial professionals to ensure they reach their financial goals.

What does this mean for you? It means Akros is a firm who has a legal obligation to put you and your client’s interests ahead of everyone including our own. You and your clients do not pay commissions to us. You will work with a firm who is independent and does not rely on a select group of product vendors. You have the comfort of knowing that we are registered with the SEC, Texas and California Regulatory Agencies.

We chose to be a fee-only fiduciary and not a consultant, advisor or broker. We chose this because we feel that although there are extra responsibilities and requirements for us as individuals and a firm, it is the best way to provide true independent investment advice to you. Whether working to increase sales at a firm or to oversee a client’s wealth, we know being a fiduciary adds a layer of protection for the client.

Akros prides itself in the integrity of the firm and its staff. But we understand that each day we must prove our integrity to you.

At Akros Investments, Inc.:

• No State or Federal disciplinary charges against either the firm nor the staff
• Our regulatory disclosure statement can be located on the Securities and Exchange's website - click here
• Your assets will always remain in your name.
• You will retain control of your assets.
• You will receive statements of your assets and transactions from independent third parties.
• Akros will not custody nor control your assets.

Tax efficiency for corporations and for individual clients need to be considered for all of your investment strategies and products. We believe this will become an even bigger issue in the years to come. Although it is important for all clients, from businesses to individuals, it is especially important for clients to consider ways to reduce their taxes in retirement, because it can have a huge impact on how much money they have to live their life the way they want to live it.