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 strategies for individual and joint brokerage accounts, IRAs, 401(k) rollovers, custodial accounts, and trust accounts.


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


Alan N. Hoffman Investment Management was founded in 1995.


Alan Hoffman is Professor Emeritus of Strategic Management and former Director of the MBA Program at Bentley University, in Waltham, Massachusetts. He received his Masters of Business (1978) and Doctorate of Business Administration (1982) from the Kelley School of Business, Indiana University, Bloomington, Indiana. Dr. Hoffman is also a former Visiting Professor of Global Strategy at the Rotterdam School of Management, Erasmus University, The Netherlands.


Dr. Hoffman is a former financial planner with the law firm of Mintz, Levin, Cohn, Ferris, Glovsky and Popeo.


He has also received media recognition for his insight into the stock market. As Dr. Hoffman noted in a Boston Globe article:


..investors who placed their entire savings in the Standard & Poor's 500 Index on the day before the 1987 stock market crash would have nearly tripled their money by now; not a bad return for poor market timing...


Wiring Instructions (Deposits):

Citibank, N.A.

111 Wall Street

New York, NY 10043

ABA 021000089

FBO Charles Schwab & Company, Inc.

399 Park Ave

New York, NY 10022

Account #4055-3953

For the account of: Your Name

Account #Your Account Number


Mail Checks to:

Charles Schwab & Co. Inc.

Institutional Service Group

P.O. Box 628290

Orlando, FL 32862-9905

Internet Access Instructions: To login to your Charles Schwab Alliance Account, you must first establish a password. Please call 1-800-515-2157. You will then speak to a representative who can create your Password. You can look at your account by visiting www.SchwabAlliance.com.


To make Withdrawals from your Schwab Account, please call the Schwab Alliance Hotline at 1-800-515-2157.


Address Changes: please call the Schwab Alliance Hotline at 1-800-515-2157.


Charles Schwab



40 William ST Unit 604

Wellesley Hills, MA 02481




Complementary 1 Hour Consultation

Specializing in the Management of Brokerage, IRA, Roth, 401(k) Rollovers and Trust Accounts.
Advisory services are offered through Hoffman, Alan N. Investment Management, an SEC Registered Investment Advisor.

The following documents are available for download here: Form ADV Part 2, Privacy Policy, Form CRS.


Complementary 1 Hour Consultation