Hofer & Associates investment management experience will assist clients in clarifying their goals and objectives in addition to identifying appropriate investment strategies designed to reach those goals. Our team has counseled clients in the most difficult and rewarding financial markets, utilizing experience, education, and investment knowledge that is intended to protect our clients' wealth through sound and prudent diversification.
Our goal is to design the most proficient portfolio for each client’s risk profile and investment goals. We want to help you preserve and grow your assets by designing portfolios with a sophisticated mix of investment solutions that are diversified throughout asset classes. We will work with you to obtain a thorough understanding of your personal situation as it relates to your investment risk tolerance and your need for liquidity.
At Hofer & Associates, our investment recommendations are objective, unbiased, and free of conflicts.