Investment Management

The Hoffman and Hock Group is focused on developing and implementing intelligent and informed strategies to achieve client objectives. We take great care to meet the very specific needs of our clients. Our clients receive unbiased investment management services from experienced professionals. We coordinate that effort by researching and engaging high-quality portfolio management specialists from around the globe. We work closely with these specialists to develop a customized portfolio that is closely tailored to each client specific financial goals for growth, downside portfolio protection, and tax sensitivity.

Four characteristics define The Hoffman and Hock Group’s investment management approach:

Customized Management
Our fee-based portfolios are managed individually. The management fee is charged as a percentage of assets under management. We take pride in our ability to tailor our services and investment strategies to meet our clients’ specific needs. When you choose to work with us, your investment account will receive a high level of individual, hands-on management and attention that is uncommon in the industry. Though our process is systematic, our clients' experience is as unique as each of them.

Client Service
Communication is an important part of the service provided to clients of The Hoffman and Hock Group. We are committed to personally contacting you regularly, based on your personal preferences, to review your portfolio and address any questions or concerns that you might have. We will take this opportunity to discuss additional financial planning strategies that we feel might be appropriate for your personal situation. In addition, we will communicate and coordinate with other professionals (e.g., tax advisor, attorney, etc.) to create a team synergy on your behalf. We carefully manage our group growth to maximize personal interaction with our existing clients. Our highly trained, knowledgeable and experienced team will provide you with an exceptional level of service.

Experience and Research
The strength of The Hoffman and Hock Group comes from our experience and expertise. Wealth management requires offensive and defensive expertise, plus strategic thinking at the highest level. Anticipation, market and industry knowledge and relentless attention to detail are mandatory for consistent success. We evaluate trends and opportunities and have dedicated extensive resources to technology and sophisticated research platforms, providing us with the necessary tools to develop our unique investment management strategies and to monitor portfolio progress.

Comprehensive Reporting
The Hoffman and Hock Group ensures the easiness and efficiency of tracking our clients’ investments. Customized reports include asset allocation analysis, historical performance, and gain/loss analysis (both realized and unrealized). Clients may also choose to receive detailed, consolidated monthly or quarterly statements, confirmations of all transactions executed on the client’s behalf, realized gain/loss summaries, and year-end tax statements. All of this information can be received electronically as well, giving access anytime/anywhere in an environmentally friendly way.