Wealth management
Helps clients navigate the complexities of significant wealth.
Ackerman Capital Management
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About Ackerman Capital Management
A Dallas investment management firm. Ackerman Capital Management serves clients with significant wealth and select institutional clients. Its services include wealth management, portfolio management, and investment advisory. The firm also manages corporate trust accounts and provides fiduciary retirement plan services for 401(k), 403(b), and cash balance plans. Its investment history includes a long/short equity fund and an emerging markets strategy. Portfolio and performance information is organized through technology intended to make it understandable, with transparent communication and reporting. The firm traces its roots to 1969, when Edward Ackerman established Ackerman Associates, L.P., described on the site as Dallas's first hedge fund. Ackerman Capital Management later adopted its current name to reflect two generations of Ackerman leadership.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Ackerman Capital Management and not provided by the business.
Highlights
Retirement plans
Fiduciary services for 401(k), 403(b), and cash balance plans.
Institutional clients
Provides investment management to select institutional clients.
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