Services - Business & Investor Services
Akros is a fully independent Registered Investment Firm.
We work exclusively for you WE do not receive commissions or 12b-1 fees.
Our purpose is to help make your corporate and individual goals and dreams come true. We don't sleep at night unless you sleep at night. Our Financial Services are provided to Corporations/LLC, Sole Proprietors, Partnerships, Foundations, Endowments, Individuals, Trusts et al. Some of our services include both Business Consulting and Investor Services: Business Services It takes more than just talented individual pilots to successfully complete their missions. No one pilot can do it all by themselves. Businesses and the military both work to achieve common goals. They must work as a unit to be successful. That’s where Akros Investments can help. A team of highly trained professionals who excels at keeping your team focused on the goals you have set for your company. Without the “support staff” – the Pit Crew - the team can be lost, disorganized, inefficient, and operating against itself. Akros Investments has been a “support staff” to the financial services industry and other industries since 2002, helping consult and coach individuals and companies, both large and small, to business success. We offer a “wing-tip to wing-tip” approach to Financial Business Consulting Services which provides you with a way to “Command Your Business”. Our consulting services help improve your bottom line and win. Through the program, Akros oversees the work of your investment managers, providing comprehensive service in two areas: 1) intensive search, evaluation and selection of investment managers across the globe and 2) daily monitoring of trading activities and ongoing evaluation of investment managers to help control risk and optimize performance. This program helps simplify and gain control of your tax planning, estate planning, insurance planning, investment planning, and debt reduction planning …your financial life. We work with a team of experts in each of these areas to help you take control of your financial life. It all begins with goal setting and an implementation plan. Then throughout the year, we meet with you three times to discuss, refine and make adjustments when appropriate to help you reach your financial goals. Businesses rely on the Chief Financial Officer (CFO) to bring a comprehensive financial perspective to the process of decision making; this program does the same for you and your family.
A large part of our job is to help you make appropriate choices about the options that are open to you. We want you to understand your options and help you feel more comfortable about your future.
Jet fighter pilots fly out to execute missions with precision and return home safely.
For businesses, this means having efficiency, organization, team work, direction and a undeniable desire to succeed. In business, as with the military, if team members move at their own direction and pace, all is lost and you will never reach your ultimate goal.
The Assessment is for Defined Contribution and Defined Benefits Plans like 401K Plans and Traditional Pension plans. Fiduciaries will to be able to document that their investment practices were reviewed by an objective, independent third party. In addition, the Assessment may uncover investment or procedural risks not previously identified and/or understood by the Fiduciary. For Fiduciaries, which are held to a higher level of public or private scrutiny, the Assessment establishes evidence of stewardship for responsibilities entrusted to management’s care.
The Assessment also provides a Fiduciary with an excellent educational forum to ensure that all involved parties are familiar with their duties and responsibilities. An Assessment may enable the Fiduciary to negotiate a lower premium for Errors & Omission (E&O) coverage because they have a well defined plan and process for which they adhere.
White Papers:
Who is a Fiduciary and What Does It Mean?
Knowing and Understanding Your Fiduciary Responsibilities
Financial Plan or Investment Policy Statement
Akros also provides advice in the development of an Investment Policy Statement or a Financial Plan. Clients electing this service will receive a written report, providing the Client with a detailed Investment Policy Statement or a Financial Plan designed to achieve the Client’s stated financial goals and objectives. In general the Investment Policy Statement or Financial Plan may address any or all of the following areas of concern financial and retirement goals, budgeting, personal liability, estate information, tax strategies and family goals.
Investment Consulting
Akros also provides specific consultation and administrative services for individuals and business Clients who want an education regarding investment options available, independent third party review, opinion concerning their assets, their advisor, or the financial situation. Clients can be Self Directed, individuals/businesses who want an independent assessment of their investments or businesses that want investment related consulting services. Clients can receive advice in such areas as negotiations, risk management, estate planning, retirement planning, philanthropy, gift administration, existing portfolio review, or any other specific topic the Client may identify and contract with Akros to perform.
Portfolio Management
Akros provides continuous advice to a Client regarding investment of Client funds based on the individual needs of the Client. Through personal discussions in which goals and objectives based on a Client's particular circumstances are established, Akros develops a Client's Investment Policy Statement or a Financial Plan and creates and has continuous oversight over the Client’s investment portfolio based on agreed upon investment policy. Akros will manage advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the agreed upon objectives of the Client (e.g., maximum capital appreciation, growth, income, or growth and income).
Manager of Manager Program
You can have one stop diversification with top money managers around the globe. You can diversify across multiple asset classes and investment managers with a single point of contact.
Our process is focused on helping our clients take-charge of their financial life by first gaining insight into their priorities. It's all about the simplicity and clarity that comes from making the connection between your financial goals and what's truly important to our client.
