Ackerman Capital Management, LP is an independently owned, SEC registered investment advisor. Founded in 1969, the firm has managed investments for high-net-worth families, foundations, and retirement plans for nearly fifty years. The firm’s investment philosophy combines decades of experience and the latest financial academic research, with particular emphasis on minimizing investment expenses and maximizing tax-efficiency. The firm’s offerings include tactically managed, diversified portfolios across the risk spectrum utilizing lowest cost exchange-traded funds and mutual funds. The firm manages approximately $400 million. We invest our client’s capital in the same manner and with the same emotional commitment that we manage our own money.
We help our clients identify, implement, and achieve their investment objectives, and we do so at a reasonable cost with informative reporting, communications, and responsive client service.
Read more about our Investment Philosophy.