Hofstetter, Cody L.

The firm focuses on advisory and consulting engagements for institutional-style and pooled investment vehicles and provides financial planning and consulting services for entities such as trusts, estates, and charitable organizations. It may recommend implementation professionals and assist qualified clients with access to unaffiliated private investment funds and separately managed account programs.

The firm does not provide discretionary portfolio management or maintain custody of client assets, instead relying on third‑party custodians and external managers for execution and day‑to‑day management. Its analytical approach incorporates fundamental, technical, cyclical, and charting methods and can include long‑term, short‑term, and trading strategies across equities, fixed income, mutual funds, ETFs, separate managers, and private funds.

Noteworthy features include an emphasis on selecting and recommending other advisers and implementation providers—performing due diligence and ongoing monitoring of those third parties—which is relatively uncommon among peers in this category. The firm also departs from typical asset‑based billing practices by using fixed and hourly fee arrangements, does not accept commissions or soft dollars, and was established recently as a small advisory practice focused on consulting and manager selection rather than custody or discretionary management.