EXPERIENCE MATTERS

Dr. Alan N. Hoffman Investment Management was founded in 1995 to offer individual investors independent, professional equity portfolio management at reasonable fees.

Dr. Alan N. Hoffman Investment Management is dedicated to presenting investors an alternative investment vehicle, beyond traditional financial advisers, stock brokers and mutual fund companies.

Our mission is to design customized investment strategies for individual and joint brokerage accounts, IRAs, 401(k) rollovers, Roth IRAs, custodial accounts, and trust accounts.

Dr. Alan Hoffman serves in a fiduciary capacity, making all investment decisions with the sole objective of placing clients’ interests first and foremost, ahead of his own. Alan N. Hoffman Investment Management is registered with the U.S. Securities and Exchange Commission (SEC), CRD No. 109454.

LOW FEES MATTER

Our investment style focuses on creating a personalized diversified portfolio of high quality stocks, in specific growth industries, coupled with a set of ETFs that will work toward achieving above average returns in the long run.

Guaranteed lower fees than you are paying today.

Free Online Consultation

Minimum Investment $50,000.

We are an independent firm now in its 31st year operating with experience, expertise and a solid track record of outstanding performance.

PERFORMANCE MATTERS

Established, 1995