Ackerman Capital Management

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Investment Management, Financial Planners, Financial Planning Consultants

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(214) 361-5383Call Visit WebsiteVisit Website Map & DirectionsDirections5956 Sherry Ln Ste 1600Dallas, TX 75225 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	10:00 am - 7:00 pm

Ackerman Capital Management

Investment Management
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 owner as their corporate trust administrator.

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More Info

Extra Phones

Phone: (214) 461-4891

Phone: (972) 619-9307

Phone: (214) 361-5391

Location

Sherry Lane Place

Neighborhoods

Preston Square, Northwest Dallas

AKA

Ackerman Edward M

Other Link

https://ackermancapital.com/privacy

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments

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Details

Phone: (214) 361-5383

Address: 5956 Sherry Ln Ste 1600, Dallas, TX 75225

Website: https://ackermancapital.com/privacy

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Ackerman Capital Management

Investment Management
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 owner as their corporate trust administrator.
Mutual Funds
Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Wealth Management
Prior to joining Ackerman Capital Management, Keith worked in the private wealth divisions of two large banking institutions advising clients on a myriad of wealth management related matters and he practiced law, primarily in the areas of estate planning and family law.

Accounting Services

Financial Planning
Determining the appropriate legal structures is a critical step in developing a successful financial plan. This includes selecting the right type of special needs trust – first-party, third-party, or pooled trusts, each with its unique characteristics and implications for benefit eligibility and tax treatment. Financial planning plays a key role in guiding families through these decisions, ensuring that the chosen structures and funding mechanisms align with the family’s vision and financial goals.
Asset Management
Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

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