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Akros Investments, Inc.

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Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Akros Investments, Inc. is a registered investment adviser that primarily serves institutional clients and plan sponsors, including defined contribution and defined benefit plans, corporations, foundations, endowments, and other financial firms. The firm offers business and institutional consulting, retirement-plan oversight and co‑fiduciary services, investor education and portfolio management, as well as standalone asset and portfolio review engagements.

The firm combines fiduciary governance, risk‑management guidance and an asset‑allocation-based portfolio approach, working from written investment policy statements and periodic rebalancing to align portfolios with client objectives. For consulting engagements Akros documents a defined scope of work in written engagement letters and may provide services on an hourly, project, or retainer basis while asset management is billed on an asset‑based basis.

Compared with many peers, Akros emphasizes pension and retirement‑plan consulting and offers educational programs and workshops (including a women‑focused financial education series), services that are relatively uncommon for investment managers in this category. The firm also documents adviser selection and referral arrangements, operates with a small senior team under recent internal ownership consolidation, and discloses that principal staff maintain separate non‑investment business activities that the firm says are kept distinct from advisory services.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Consultant to businesses, investment companies, high net worth indiv, and financial planners regarding investment issues.

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive Self-Employed Attorney Financial Professional

Demographic focus

Women Professionals

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Fee options

Percentage

$250,000 - $1,000,000: 1.00% annually (discretionary accounts) $1,000,001 - $7,000,000: 0.70% annually (discretionary accounts) $7,000,001+: 0.40% annually (discretionary accounts) $250,000 - $1,000,000: 1.15% annually (non-discretionary accounts) $1,000,001 - $7,000,000: 0.80% annually (non-discretionary accounts) $7,000,001+: 0.45% annually (non-discretionary accounts)

Project-based

Hourly rates from $250 to $500 depending on nature of work and assignment length for Business/Institutional Services and Consulting.

Subscriptions

Retainer or consulting fees may be negotiated on a project or retainer basis for various consulting and education services.

Other

Account minimum: $250,000 Minimum fee: Minimum monthly fee of $400 for discretionary accounts; minimum monthly fee of $475 for non-discretionary accounts. Minimum fees may be negotiable. Fee-only: Business/Institutional Services and Consulting fees charged hourly from $250 to $500 per hour; may also be charged on project, retainer, or consulting basis as negotiated.

Main office location

Akros Investments, Inc.

Round Rock TX, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 7143371104

Advisors at this firm

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user avatar

William C

Series 65

Round Rock, TX

Akros Investments, Inc.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive Self-Employed Attorney Financial Professional Women Professionals
user avatar

Deborah C

CFA®

Lufkin, TX

Akros Investments, Inc.

Deborah Castellani is a CFA® charterholder with 23 years of industry experience, currently serving at Akros Investments, Inc. She has worked in consulting since 2000 and is president of OTB Strategic Consulting, Inc., a financial and non-financial consulting firm. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering retirement-plan oversight, fiduciary governance, and asset-allocation-based portfolio management. The firm provides consulting and educational programs, including women-focused financial education, alongside asset management and co-fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive Self-Employed Attorney Financial Professional Women Professionals
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