About Us

Would you like someone who is looking out for You?

Wouldn't we all? Being a Fiduciary means that good enough, is not good enough.  We legally must do what is in you, your firm, or your Plan's best interest.  Akros understands being a Fiduciary and is dedicated to helping you achieve all of your goals.

Solutions that are designed for you. 


Our mission is to give our clients control and the confidence to make informed decisions to help increase their profits and reduce their financial risk by delivering unbiased and independent solutions.

Experience

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DOL/Employee Benefits Security Administration

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What Really Matters

The most important thing is to do what is best for you.

Why Akros?

  • The principals of have over 50 years of regulatory, compliance, banking, and trust and investment experience.

 

  • Our experience includes CEO and COO/Compliance Officer of Two Different Billion Dollar plus investment firms, managing a large national bank Broker Dealer, Sr. Executives for a National Trust Company and legal coordinator for the FDIC Liquidation Division.

  

  • Lead business efficiency projects in the areas of revenue growth, cost containment, risk management, and created innovative products like The FIRE System that have enabled companies to achieve up to 40% profit margins and operational excellence.


  • For Plan Service Providers another innovative product was created called The Fiduciary Ignite System a business development system that allows Plan Service Providers to assist their Plan Sponsor clients in understanding their fiduciary roles and responsibilities under ERISA.

  

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

  

  • Degrees and designations include a J.D. (Juris Doctorate) and a Chartered Financial Analyst (CFA), the premier designation in the global investment community.
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. Our mission is to give our clients control and the confidence to make informed decisions to help increase their profits and reduce their financial risk by delivering unbiased and independent solutions. 

Akros is a firm built around putting the Client’s interests first. In today’s environment with all the changes and conflicts of interest that exist, Akros decided to be a firm that would avoid these issues and bring the highest of care by being a Fiduciary. To help avoid conflicts or to be seen as “pushing product”, we also made the choice not to manage money or be a financial advisor, broker or wealth consultant. 


You deserve to get the independent advice you deserve. 

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