A complete list of active advisors currently associated with Hoffman, Alan N. Investment Management

Warmer can help you find a great advisor at Hoffman, Alan N. Investment Management or one who fits your needs even better.

Hoffman, Alan N. Investment Management is an independent, single-advisor registered investment adviser founded in 1995 that provides discretionary asset management to individuals and high‑net‑worth clients. The firm manages about $188 million across roughly 75 client accounts and charges advisory fees calculated as a percentage of assets under management. The firm emphasizes large‑cap growth equity investing and uses fundamental analysis and long‑term purchase strategies to construct portfolios tailored to each client’s objectives, time horizon, and risk tolerance. It operates with discretionary trading authority, documents client‑imposed restrictions, and conducts quarterly account reviews while directing custodial relationships to a single institutional custodian. Notable features that distinguish the firm from many peers include a principal with a Doctor of Business Administration and a long, prior academic career as a tenured professor and textbook author, and an asset base that is substantial for a solo‑advisor practice. The firm also discloses receipt of institutional custodial support and research services from its clearing custodian and does not routinely vote client proxies, policies it manages through written compliance procedures and periodic personal‑trading reviews.

To learn more about the advisors currently working at Hoffman, Alan N. Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Alan Hoffman	Wellesley, MA	24

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