Hoffman Capital Management, LLC

The firm provides discretionary portfolio management and customized investment portfolios primarily to individual (non‑qualified) investors, using equity securities, exchange‑traded funds, mutual funds, options contracts, and U.S. government securities. Alongside retail clients, its client roster also includes a range of institutional and organizational relationships—such as banking and insurance entities, municipal and state government accounts, pension or profit‑sharing plans, charitable organizations, other investment advisers, and sovereign wealth‑type mandates—which is atypical for a single‑advisor independent practice.

The investment approach is value‑oriented and long term, grounded in fundamental analysis of financial statements, regulatory filings and third‑party research to identify securities trading below intrinsic value. Accounts are managed on a discretionary basis, with portfolios tailored to clients’ income, liquidity, tax and time‑horizon needs, and the firm may use options strategies (selling puts and covered calls) to generate additional income.

Noteworthy for a sole practitioner with modest assets under management and a small client base, the firm combines an accounting/finance background with active use of options and other derivative strategies in separately managed accounts—an uncommon combination among peers. Operationally it conducts at least weekly account reviews (daily where options are involved), does not typically vote client proxies, and relies on third‑party custodians for custody and trade execution.