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FAQ's
Q: What is a Registered Investment Advisor?
A: An investment adviser is an individual or a firm that is in the business of giving advice about securities to clients. As a Registered Investment Advisor based In Denver, Colorado, Hoffmann Hermanson is regulated by the State's Division of Securities.
Q: Where will my investments be held?
A: Hoffmann Hermanson uses TD Ameritrade Institutionalas its custodian for client assets. TD Ameritrade was chosen due to its open architecture platform offering thousands of investment options worldwide as well as its solid industry reputation, low commissions, client support, technical proficiency, and robust research offering.
Q: Will I be able to view my account online?
A: Clients of Hoffmann Hermanson can access their account information online 24/7 at TD Ameritrade's website.
Q: What types of investments are common in client portfolios?
A: Hoffmann Hermanson provides advice and makes investments in the following types of securities:
Exposure to these various securities can take the form of individual stocks & bonds, exchange-traded funds, mutual funds, annuities and investment trusts. If consistent with a client's risk profile, option contracts and other derivatives may also be utilized.
Q: Do you have asset minimums?
A: Hoffmann Hermanson does not impose asset minimums to open or maintain an account. Each client brings a unique set of financial circumstances to the relationship, and we evaluate these circumstances on a case-by-case basis rather than by drawing an arbitrary line based on current investable assets.
Clients of Hoffmann Hermanson commonly share one or more of the following characteristics:
Q: Can you recommend other websites where I can find additional information about investing, wealth management and financial planning?
A: Follow this link for a list of recommended sites.
