A complete list of active advisors currently associated with NIcholas Hoffman & Company, LLC

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

Nicholas Hoffman & Company provides financial planning, portfolio management, family office services and retirement plan consulting to a mix of individual clients (including high‑net‑worth families), trusts, foundations, pension and profit‑sharing plans, estates, and private funds. The firm delivers both standalone planning and ongoing asset management on discretionary and non‑discretionary bases. The firm develops an individualized Financial Profile and Investment Plan for each client and implements tailored portfolios using ETFs, mutual funds, separately managed accounts, individual equities and fixed income, and—when appropriate—allocations to private funds and pooled vehicles. It conducts manager selection and due diligence, monitors outside managers and private investments, and updates plans and portfolios as client circumstances change. A distinctive feature of the firm is its active role in pooled private investments: it serves as lead investment sub‑advisor to a lower‑middle‑market private equity vehicle and recommends Private Funds to client portfolios, arrangements that involve performance‑based compensation and carried interest. The firm discloses the attendant conflicts of interest and describes mitigation steps in its policies, including fee‑waiver practices for certain advisory clients, allocation procedures for limited opportunities, and a written Code of Ethics.

To learn more about the advisors currently working at NIcholas Hoffman & Company, 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.