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Alan N. Hoffman Investment Management was founded in 1995 to offer individual investors independent, professional equity portfolio management at reasonable fees. Alan N. Hoffman Investment Management is dedicated to presenting investors an alternative investment vehicle, beyond traditional stock brokers and mutual fund companies. Our mission is to design customized investment and tax strategies for individual and joint brokerage accounts, IRAs, 401(k) rollovers, custodial accounts, and profit sharing plans. Our investment style focuses on creating a personalized diversified portfolio of high quality stocks, in specific growth industries, or a set of mutual funds that will work toward achieving above average returns in the long run.

For more information, please call (617) 308-5087 or send an email to

Download Form ADV Part2A Brochure

Minimum Investment: $50,000.

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