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

+ See More


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.

+ More info...

The BAM Alliance

From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer Jared Kizer and Director of Investment Strategy Kevin Grogan share market insights on a range of topics and answer questions about our overall investment strategy in this BAM ALLIANCE client webcast.

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...

+ More info...




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...

+ More info...

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

Account Access

if you are a client, click the login button below to access your personal financial homepage. Interested in becoming a client? Contact us to learn more.


Email Sign-Up

Invalid Input
Invalid Input