Ackerman Capital Management provides advanced reporting solutions for clients, with administrative support from Schwab Advisor Services.

Ackerman Capital’s 401k team focuses on maximizing retirement benefits for employees and firms.

The company partners with Bank of Texas to provide private banking and trustee services for revocable, irrevocable, charitable, and special needs trusts.

Ackerman Capital Management provides integrated wealth solutions, acting as a fiduciary to help clients pursue financial objectives.

The page explains the CARES Act’s Paycheck Protection Program, a potentially forgivable loan for small businesses and sole proprietors.

The page describes the 2020 Recovery Rebate, a $1,200 payment per adult and $500 per dependent child under 16, based on 2018 or 2019 tax returns.

The page summarizes a proposed estate and gift tax bill that would reduce exemption limits and increase tax rates.

Brett’s roles at Ackerman Capital Management include responsibility for client services and operations,, supervision of the firm’s separate account management and private partnership offerings, and coordination of the regulatory compliance responsibilities.

Jared oversees client services and operations, including accounting and administration of Ackerman Capital Management’s proprietary offerings.

Johnny manages portfolios and provides wealth management advice at Ackerman Capital Management, holding the CFA designation.

David Ackerman discusses compounding lessons from his father and shares how to teach them to children.

Ackerman Capital Management communicates proactively with clients, offering expert service, reviews, and 24/7 portal access.

Ackerman Capital Management applies time-tested investing principles and academic theory in portfolio construction.

Edward M. Ackerman founded Ackerman Associates and Ackerman Capital Management, leaving a legacy in investment management and community contributions.

Ackerman Capital Management offers wealth management and family office investing, with over 50 years of experience.

Ackerman Capital Advisors outlines its privacy policy for safeguarding nonpublic client information.

Ackerman Capital Management is an SEC-registered investment adviser based in Dallas, Texas, compliant with state filing requirements.