Hofkin Capital Management, Inc.

Benjamin Hofkin is a financial advisor at Hofkin Capital Management, Inc. with 11 years of industry experience. He holds a Series 65 credential and has worked at Maia Wealth and Farther Finance Advisors since 2025, in addition to his ongoing role at Hofkin Capital Management since 2016. Outside of his advisory work, Hofkin serves on the non-profit board of Camp Ramah in Wisconsin and contributes time to the Hadar Institute. Hofkin Capital Management provides investment advisory services and retirement plan consulting to individuals, trusts, pension plans, and various organizations. The firm combines top-down market assessment with bottom-up security selection and employs flexible portfolio management techniques including hedging strategies, margin borrowing, and alternative investments.

Jason Rose is a financial advisor at Hofkin Capital Management, Inc. in Edina, MN, holding Series 65 and Series 66 licenses with five years of industry experience. He has worked at Hofkin Capital Management since 2022 and is also involved with the Greater Twin Cities United Way as a fundraiser. Hofkin Capital Management provides discretionary and non-discretionary investment advisory services and retirement plan consulting to a range of clients including individuals, trusts, and charitable organizations. The firm employs a combined top-down and bottom-up investment approach with flexibility in portfolio management, including the use of hedging strategies and a performance-based fee option for qualified clients.

Michael Hofkin is a financial advisor at Hofkin Capital Management, Inc. in Edina, MN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hofkin Capital Management since 1992. Hofkin Capital Management provides discretionary and non-discretionary investment advisory services and retirement plan consulting to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a combined top-down and bottom-up investment approach and offers a performance-based fee option, managing approximately $82.8 million in client assets through a three-advisor team.