ACM Launches New Client Portal

In partnership with Orion Advisor Services, ACM launches its new client portfolio management portal. Utilizing the latest financial technology advancements, ACMs provides its clients with real-time portfolio performance and analytics on all investment accounts, whether managed by ACM or not, giving them the ability to have a fully comprehensive view of their investments in one accessible location. Read More Client Tools >>...

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ACM Offers Fiduciary Retirement Plan Services to 401(k), 403(b), cash balance plans

Ackerman Capital has a long history of emphasizing value, performance and client service and our 401k team continues that excellence. Our primary goal is to maximize the retirement benefit that a client can provide for themselves and their employees – ensuring their firm has the resources and tools that they need in order to save for a comfortable retirement. Read More Retirement Plan...

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ACM Begins Managing Corporate Trust Accounts

Through directed trust provisions, ACM begins providing investment management services to individual and family trusts that are administered by a corporate trustee.  The directed trust provision bifurcates trust administration and investment management services, enabling a trust owner to “direct” the bank to use a preferred investment management service like ACM. Bank of Texas embraces this flexible provision to provide additional benefits to a trust...

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ACM Launches Ackerman Value Partners, L.P., A Long/Short Equity Fund

Following in the tradition of Ackerman Associates, the firm established Ackerman Value Partners, L.P. in 2000, a long-short equity hedge fund with David Ackerman as the portfolio manager. Over the next decade, the fund outperforms the S&P 500 in 8 of 10 years and by more than 6% annually. Read More About Alternatives >> Read Next Timeline Item >>  

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