Akros a Consultant and Advisor to the individuals and institutions in need of independent financial and investment advice.

We also provide the investment community of Registered Investment Advisors, Broker-Dealers, Banks, Credit Unions and Mutual Funds consulting and advice on all aspects of business and marketing your services.

All of these services are performed without conflicts of interest since we do not manage money or place trades.

• Small to Large Companies (Detail)
  • Business and Financial Planning
  • Preparing for Funding
  • Investment Reviews
  • Merger and Acquisitions
  • Advise Board Members
  • Industry and Individual Company Analysis for Marketing and Buyout Targets
  • Pension Reviews

• High Net Worth Individuals, Trusts, Pension & 401(k) Plans,
  Endowments, Non-Profits (Detail)
• Investment Policy Evaluation and Design
• Portfolio Manager Evaluation
• Investment Manager Search
• Performance Measurement
• Asset Allocation Review

• Registered Investment Advisors, Broker Dealers, Banks, Credit Unions,
  Independent Reps and Mutual Funds (Detail)
  • Implementation or Review of Investment Program
  • Implementation or Review of Investment Marketing Program
  • Implementation or Review of Compliance Program
  • Sub-Investment Manager Search
  • Board Memberships