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We invite you to
review the highlights of our credentials and accomp-lishments and think about
what they can do for your business and management team. All of our consultants
have been "Line Executives" who know and appreciate what it takes to
make an investment oriented company run successfully in today's rapidly changing
environment. As you review them try to conclude which of Akros' accomplishments
can become that useful tool in bench marking your business' developmental process
and future growth and success.
The experience
level of Akros' professional staff can be measured in decades, not just years.
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- Senior Line Executives with extensive experience in Financial Leadership, Profit & Loss Management, Customer Relationship Management (CRM), all areas of Operations, and Strategic Business Planning.
- Resourceful Front Line Executives who can act as “Change Agents” with proven success in startups, acquisitions, rapid growth and product development.
- Results-driven Bottom Line Executives adept at leading companies to rapid growth through innovative product/systems development with net profit margins exceeding 30%.
- Created and managed 1940 Act Investment Companies with assets of approximately $2 Billion.
- Drove the Investment Companies’ asset growth by five-fold within two separate six-year time frames to become multi-billion dollar companies.
- Created and developed short-term and long-term Strategic Business Plans involving all marketing materials for the Companies utilizing in-house and outside resources that became instrumental in selling and maintaining larger institutional and retail accounts.
- Developed and implemented sound investment strategies and research methods for individual stock and bond management that created top performance numbers.
- Created a variety of mutual fund asset allocation programs and methods including researching and performing due diligence.
- Managed investment portfolios utilizing individual securities or mutual funds for all types of employee benefit accounts, trusts, and agency accounts including high net worth individuals.
- Created Compliance Manual and Code of Ethics for an asset management firm and family of mutual funds.
- Performed all functions from creating in-house performance measurement to selecting third-party performance measurement software, which were CFA Institute compliant.
- Developed Disaster Recovery Plans for day to day operations ensuring all systems would work in the event of the “unthinkable”.
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