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Benjamin H

Series 65

Edina, MN

Hofkin Capital Management, Inc.

Benjamin Hofkin is a financial advisor with Hofkin Capital Management, Inc. He holds a Series 65 credential and has 11 years of industry experience. His prior work includes positions at Maia Wealth and Farther Finance Advisors. Hofkin serves on the non-profit boards of Camp Ramah in Wisconsin and the Hadar Institute. Hofkin Capital Management is a fee-only investment adviser that provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses an equities-focused investment approach combining top-down macro and bottom-up company analysis, and it employs borrowing, short sales, and inverse funds as hedging tools in client accounts.

Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Jason R

Series 65, Series 66

Edina, MN

Hofkin Capital Management, Inc.

Jason Rose is a financial advisor at Hofkin Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RBC Capital Markets. Outside of his advisory role, he is actively involved as a fundraiser for Greater Twin Cities United Way. Hofkin Capital Management is a boutique, fee-only investment adviser serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm focuses on equities-based portfolio management using a combination of top-down macro and bottom-up analysis, and it employs advanced strategies such as margin borrowing and short sales primarily for hedging purposes.

Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Michael H

Series 63, Series 65

Edina, MN

Hofkin Capital Management, Inc.

Michael Hofkin is a financial advisor at Hofkin Capital Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hofkin Capital Management in various capacities since 1992. Hofkin Capital Management is a boutique, fee-only investment adviser serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs an equities-focused investment approach that combines top-down macro and bottom-up company analysis, utilizing techniques such as borrowing and short sales primarily for hedging.

Retirement income strategy Active portfolio management Founder/Business Owner Retired
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