Hoffman Investment Services, LLC

Overview

Hoffman Investment Services, LLC is a small, individual-owned investment adviser and insurance broker that concentrates on wealth management for individuals and families. The firm runs discretionary portfolio management with a fee model based on a percentage of assets under management. Investment activity is tilted heavily toward pooled public funds—primarily mutual funds—while the firm supplements core allocations with targeted alternative exposures in real estate, commodities and oil & gas. Advisory services listed include portfolio management for individuals and small businesses and pension consulting services, although the firm’s adviser profile does not position it as a large institutional pension consultant. Given its size and single-office structure, Hoffman Investment Services appears to deliver a hands-on, centralized service model for affluent households, combining traditional mutual fund strategies with third‑party alternative fund access and insurance brokerage capabilities.

Assets & Accounts

Investments & Alternatives

Location & Offices