Our Mission

Building Relationships by Doing the Right Thing


Our Core Values

  • We deliver a fiduciary standard of care to our clients
  • We take a long-term approach to investing
  • We construct tax efficient, global asset class portfolios
  • We believe each investor has a unique risk profile based on their personal and financial circumstances
  • We believe fees and expenses should be minimized and transparent

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Taking Care of You

It takes a strategy to make the most of the opportunities that wealth can bring to your life. But it can’t be just any strategy. It’s got to be your strategy. This is why we have adopted a process that allows us to truly understand what you need based on who you are.

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In this video, Larry Swedroe reviews lessons from 2013.


Lessons from 2013 with Larry Swedroe from The BAM ALLIANCE on Vimeo.



Copyright © 2014, The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm. Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.

Latest Video

In these videos we discuss topics and trends in stock markets around the world. Check back often to find new installments and learn more from the experts behind Hoffman Financial and Estate Advisors. See all videos.

Fixed Income

Offering customized, academically based, fixed income solutions to meet your needs. Hoffman & Associates fixed income service offers a unique and effective approach to serving high net worth clients in a truly customized manner...

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401K Review

Your 401(k) plan may be among the most important benefits your employees receive. It also may be among the most complex benefits you offer. In a tightly regulated and increasingly litigious environment, you want to get this one right – for you as a plan fiduciary...

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Contact Info

Please write or visit us:
Hoffman & Associates, Inc.
121 N. Fir Street, Suite D
Ventura, CA 93001
Click here for a map to our office.
Office: 805.648.5300
Fax: 805.648.5329

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