Family Offices

First-hand experience with the Ackerman Family office provides us an insider’s view into complexities that can come with managing a family office. One approach has proven to resonate with family office clients and their advisors them because we continue to manage assets for subsequent generations as transitions occur; this is generally not the case with many family offices.

Read More

Individuals & Families

We provide individuals and families with peace of mind and confidence that their assets are being managed skillfully and according to their objectives, priorities, and preferences. Our clients are at various points in their lives and have a wide range of goals.

Read More

Retirement Services

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 help you maximize the retirement benefit you can provide for yourself and your employees – ensuring your firm has the resources and tools everyone needs to save for a comfortable retirement.

Read More

Trust Services & Private Banking

We partner with Bank of Texas to offer you a full range of private banking & trustee services to revocable, irrevocable, charitable, and special needs trusts. Bank of Texas provides our clients with an unparalleled banking experience with individualized service. They offer a wide-range of deposit and cash management services, as well as credit and mortgage solutions. They can provide fiduciary services such as Executor or Co-Executor Representation, Probate Management, Estate Settlement and Administration, Trust, and Escrow Services.

Read More

Portfolio Management

Investment Selection, Balanced Portfolio & Specialized Strategies, Separate Account Management Custody by Schwab. ACM will apply our successful track record of performance over time to your investing needs using time-tested principles & leading-edge academic research in our portfolio construction.

Read More

Our Team

We complement each other with our varied professional backgrounds and areas of expertise, yet it is our shared values that strongly connect us as a successful, cohesive team working for you. We are motivated by the satisfaction and recognition that comes with making decisions with integrity, being top performers in our field, and building strong client relationships based on trust and transparency.

Read More

Investment Philosophy

Independent thinking, research, and experience applying time-tested investing principles and current leading-edge academic theory in portfolio construction informed our evolved investment philosophy.

Read More

Mission, Values, Logo

Drawing upon our five decades of investment management expertise, we are committed providing you the kind of financial peace of mind that gives you the freedom to focus on what matters most in YOUR LIFE. And in leaving YOUR LEGACY.  It’s OUR PURPOSE.

Read More

Our Founder

Edward M. Ackerman served as the general partner and portfolio manager of Ackerman Associates, L.P./Ackerman Capital Management, from 1969-2007. Upon his passing in 2016, he left a legacy that extended both deep and wide—from the visionary investment management firm that he created, to extraordinary contributions within his profession and community, to an undying devotion to his family.

Read More

History of the Firm

Ackerman Capital Management was built upon a spirit of innovation. In 1969 Edward Ackerman created Ackerman Associates, L.P., the first hedge fund based in Dallas, Texas. With an early understanding of the interaction between the stock market and interest rates, he managed the fund to great success, decade after decade, until his retirement in 2007. Based on the early performance of Ackerman Associates, LP, in the mid-70’s Edward established Dallas Investment Management, a registered investment advisor, to manage a select number of institutional accounts. David Ackerman joined his father’s investment firm in 1993 and became a partner in 1996.

Read More