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Clarity

At Ackerman & Co., we see markets as an ally, not an adversary. We take advantage of the ways markets are right over the long-term & the way they compensate rational investors. Ackerman & Co. designs portfolios to capture what the market offers in all its dimensions. Relieve the stress and confusion of investing with a clear and empirical approach.

Strategic Thinking

At Ackerman & Co. we do all our own proprietary investment research and analysis. We use efficient and effective investment decision-making. Ackerman & Co. uses sophisticated investment research tools, including a range of sophisticated, proprietary models and analytical tools. Our research expertise includes quantitative, fundamental and technical analysis of the investment markets.

We favour companies that have a dominant market share within their industry, possess a balance sheet that demonstrates financial strength and flexibility and generate strong consistent earnings. A history of treating shareholders equitably is also important to us, with a focus on companies that exhibit a history of dividend growth.

Asset Classes

Ackerman & Co. Management is focused on providing you with a well-diversified investment portfolio consisting of multiple asset classes. This enables you to meet your investment objectives with the minimum amount of risk.

We are one of the few Dedicated investment advisors to take an active approach to diversifying our client portfolios among multiple asset classes, including cash, bonds, stocks and alternative investments. It is important to note that all our investments are publicly traded; liquid investments listed on the worlds major exchanges. The specific types of investments we can discuss for your portfolio include;

  • Cash: High-Quality Money Market Funds
  • Fixed Income: High-Quality Corporate Bonds, Treasuries, Municipal Bonds and Preferred Stock Securities
  • Equities: Large Cap Growth & Value, Dividend Growth Stocks, Mid Cap Growth & Value, Small Cap Growth & Value and International Equities
  • Alternatives: Real Estate Investment Trusts, Commodities, Master Limited Partnerships, High- Yield Bonds and Long & Short Funds
  • Unique Opportunities: The investments in this asset class may include; Venture Capital Opportunities, an IPO (Initial Public Offering) or a ‘Pre IPO Private Listing’. 
All asset classes are used, when appropriate, to take advantage of market conditions, control risk and increase returns. Ackerman & Co.’s management team, with its experience and expertise has access to unique investment opportunities which may occur in any asset class.

Risk Control in Unique Opportunities

Risk control as always involves acquiring assets at value prices and conducting due diligence. At Ackerman & Co. we do all our own proprietary investment research and analysis. We use efficient and effective investment decision-making. Ackerman & Co. uses sophisticated investment research tools, including a range of sophisticated, proprietary models and analytical tools. Our research expertise includes quantitative, fundamental and technical analysis of the investment markets.

To further minimize risk, we aim for broad diversification with loss-preventive features which may include currency hedging and the highest priority is placed on capital protection and preventing losses. Our disciplined conservative approach ensures we are very selective and we focus on avoiding losses.

Personal Consultation

We realize that you have unique return objectives; risk tolerances and your plans must include taking care of your loved ones. We will structure your portfolio accordingly.

After a personal consultation and in gaining a thorough understanding of what is important to you, our experts will then determine the appropriate and optimal mix of cash, bonds, stocks and alternative investments to achieve your desired goals with the least amount of risk.

The Future

By applying modern financial principles to wealth management, Ackerman & Co. remains ahead of the industry, ready to address your needs. Become a client and bring rational investing into your portfolio today.

Specialization

Specialization requires us focus on one thing and do it to perfection … Today’s complex world demands specialization from your professional advisers. We will not provide you with: insurance products, tax preparation, financial accounting or comprehensive estate planning.

We have found that these additional facets of a comprehensive life plan are complex and require a commitment of resources which detracts from our ability to do what we do best ~ provide you with Professional Investment Management Services.

Investment Horizons

Ackerman & Co. recommends that you understand the use of time as a diversification element to investment portfolios. The relative risk of specific asset classes due to the volatility of returns is reduced when longer investment time horizons are used. Because economic and financial cycles are an inherent risk when planing financial goals, long term investment horizons are appropriate to realize the highest returns.

For our clients with shorter time horizons we reduce risk by emphasizing assets with shorter maturities, higher quality, and greater liquidity.

Involvement

As a client, you should involve yourself in the financial planning process; understanding and setting your own goals. Clear expectations are necessary in order to design a strategy for achieving success. Investment portfolios should be designed to maximize total returns with consideration given to efficiency and cash flow needs.

The profile of the your wealth management strategy is a function of several variables including your risk tolerance, your age, your previous financial advisory experience, your time horizons, and your goals.

The goal-based method of financial planning provides the most intuitive, realistic, and efficient method of identifying and quantifying the financial goals.