32 Years in Wellesley Hills, Massachusetts

Independent Investment Management. Personal Attention.

Low Minimum Investment. Lower Fees.

Helping individuals and families build and preserve wealth since 1995.

Dr. Alan N. Hoffman provides personally managed investment portfolios for individuals, retirement accounts and trusts. As a fiduciary, investment decisions are made with one objective: putting the client's interests first.

EXPERIENCE MATTERS

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

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 is designed to pursue competitive long-term returns consistent with each client’s objectives and tolerance for risk.

We think we can offer lower fees than you are paying today.

Free Online Consultation

Available for consultations 7 days a week

PERFORMANCE MATTERS

Minimum Investment $200,000.

We are an independent firm now in its 32nd year operating with more than three decades of experience managing equity portfolios through changing market conditions.

Now Accepting New Clients