Denver, CO E. 17th Ave. Office

Hoffmann Hermanson provides discretionary portfolio management and related financial planning to individuals, trusts, estates, charitable organizations, businesses and retirement plans. The firm manages approximately $198 million in client assets and offers services that include retirement, education, tax, estate and household financial planning alongside ongoing portfolio oversight.

The firm builds client profiles based on financial condition, goals and risk tolerance and uses a mix of fundamental, technical and cyclical analysis to implement and monitor portfolios. Investment strategies span a broad range of asset types — including equities, fixed income, real estate, commodities, options, private equity, managed futures and cryptocurrency — and the advisers generally trade with discretionary authority.

Notably, the brochure discloses that appropriately licensed advisers may sell life insurance and that a managing partner has received commissions for insurance sales, with a material update stating a managing partner is no longer selling life insurance products, reflecting an insurance brokerage affiliation that is uncommon for firms this size. The firm also does not impose account minimums and documents the use of alternative and crypto investments, features that distinguish its service mix relative to many peers.