General Info

Founded in 1970, Hotchkiss Associates provides a range of professional investment advisory services to individuals, families, charitable organizations and the retirement plans of privately held companies. The firm advisors manage various portfolios for clients in more than 20 U.S. states and 3 countries. Hotchkiss Associates advises several clients in over 400 separate portfolios. Its each portfolio contains up to 35 equities representing approximately 10 industries and is allocated among equities, bonds and cash as per the individual client s investment profile. Hotchkiss Associates invests in a variety of companies on the basis of industry analysis with emphasis on certain financial factors.