Powered by PrinciplesA Relationship Based On Integrity, Clarity & Knowledge

 

Intentional Alignment

Intentional Alignment

Your wealth is managed in the same manner and with the same emotional commitment that we manage our own.

Radical Transparency

Absolute Transparency

We are devoted to being transparent and straightforward in our communication and reporting.

Sophisticated Technology

Sophisticated Technology

We use sophisticated technology to organize your portfolio and performance in an understandable way.

1969-NOWAN ENDURING LEGACY IN MANAGING WEALTH

Over five decades, we have thoughtfully guided our clients through market ups, downs, and times of uncertainty.
In an ever-changing world, our commitment to you and your wealth management needs will remain steadfast. 

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Experience, Knowledge & Shared Values

The Ackerman Team

Profile
David Ackerman

David is the managing partner and chief investment strategist of Ackerman Capital Management …

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Johnny M. Hea

Johnny oversees Portfolio Management at Ackerman Capital Management. He also provides ongoing wealth …

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Profile
C. Keller Reid

Keller is responsible for trading and execution at Ackerman Capital Management and oversees the …

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Brett Speer

Brett’s role at Ackerman Capital Management includes responsibility for client services and operations …

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Meagan Sells

Meagan serves as a liaison between clients, portfolio managers, the operational team, and client …

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Jared Hohertz

Jared shares responsibility in client services and operations, including accounting and administration …

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Profile
Keith Pillers

Keith is responsible for Ackerman Capital Management’s wealth management and financial planning …

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