A complete list of active advisors currently associated with Hoffman Investment Services, LLC

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

Hoffman Investment Services, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also serves corporate clients and retirement plans. Services described in the brochure include investment management, retirement and estate planning, tax and insurance reviews, and coordination with outside professionals when specialized services are needed. The firm emphasizes technical analysis as its primary method of security evaluation and offers two model portfolio approaches—a capital appreciation strategy and a more moderate strategy—while operating under discretionary trading authority. Investment approaches may include long- and short-term holdings, option strategies (including covered, uncovered and spreads), and exposure to leveraged or inverse exchange-traded products, and fees are assessed as a percentage of assets under management. Distinctive features include the provision of limited-scope ERISA 3(21) fiduciary services to retirement plans, with assistance on investment policy statements, selection of plan investment options, and participant education—capabilities not commonly offered by many small independent advisers. Oversight and account reviews are performed by the firm’s sole owner and compliance officer, and the firm generally leaves proxy voting to clients unless voting assistance is requested.

To learn more about the advisors currently working at Hoffman Investment Services, LLC, 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.