ABOUT US

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.

BACKGROUND

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...