O'Keefe Stevens Advisory, Inc.

O'Keefe Stevens Advisory, Inc.

Financial-Services

Rochester, New York
United States
Company Tagline

Our mission is to be responsible stewards of our client's financial lives.

Industry Category
Financial-Services
Company Description

O'Keefe Stevens Advisory, Inc. is dedicated to being responsible stewards of our clients' financial lives, providing value investment management and financial planning services to affluent families. Located at 1 Bausch and Lomb Place, Suite 920, Rochester, New York 14604, US, O'Keefe Stevens Advisory, Inc. focuses on developing and securing the financial well-being of its clients through a clearly defined and disciplined investment process.

O'Keefe Stevens Advisory, Inc. operates as an independent firm embodying a value investment approach. The firm's primary objective is achieving superior investment returns for clients, consistent with capital preservation and individual goals. This is accomplished by investing in securities with growth potential, always focusing on the safety of principal. O'Keefe Stevens Advisory, Inc. often collaborates with other members of the client’s advisory team, such as accountants, attorneys, bankers, and insurance brokers, ensuring a holistic approach to financial well-being.

Registered with and regulated by the United States Securities and Exchange Commission, O'Keefe Stevens Advisory, Inc. is committed to serving the best interests of its clients. The company buys securities when they are priced at a discount to their underlying asset values, driving consistent and reliable financial outcomes. O'Keefe Stevens Advisory, Inc. is continuing to expand its service offerings, with additional information to be announced soon with the support of the company’s management.

To the manager of O'Keefe Stevens Advisory, Inc.: We invite you to create a customized and exclusive company showcase and product listing on our platform.

O'Keefe Stevens Advisory, Inc. s'engage à être un gestionnaire responsable de la vie financière de ses clients, en fournissant des services de gestion de placements axés sur la valeur et de planification financière aux familles fortunées. Située au 1 Bausch and Lomb Place, Suite 920, Rochester, New York 14604, États-Unis, O'Keefe Stevens Advisory, Inc. se concentre sur le développement et la protection du bien-être financier de ses clients grâce à un processus d'investissement clairement défini et discipliné.

O'Keefe Stevens Advisory, Inc. fonctionne comme une entreprise indépendante incarnant une approche d'investissement axée sur la valeur. L'objectif principal de l'entreprise est d'obtenir des rendements d'investissement supérieurs pour les clients, conformément à la préservation du capital et aux objectifs individuels. Ceci est réalisé en investissant dans des titres ayant un potentiel de croissance, tout en se concentrant toujours sur la sécurité du capital. O'Keefe Stevens Advisory, Inc. collabore souvent avec d'autres membres de l'équipe de conseillers du client, tels que des comptables, des avocats, des banquiers et des courtiers d'assurance, garantissant ainsi une approche holistique du bien-être financier.

Enregistrée et réglementée par la Securities and Exchange Commission des États-Unis, O'Keefe Stevens Advisory, Inc. s'engage à servir au mieux les intérêts de ses clients. L'entreprise achète des titres lorsqu'ils sont évalués à un prix inférieur à la valeur de leurs actifs sous-jacents, générant ainsi des résultats financiers constants et fiables. O'Keefe Stevens Advisory, Inc. continue d'élargir son offre de services, et des informations supplémentaires seront annoncées prochainement avec le soutien de la direction de l'entreprise.

Au responsable de O'Keefe Stevens Advisory, Inc. : Nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Peter Shaw O'Keefe Carly Flanigan CSCP® DeAnna Marie Bochno Justin Stevens

Compare Companies Side by Side

Compare O'Keefe Stevens Advisory, Inc. with 3 companies in Financial-Services

4 Companies
Comparison Field
O'Keefe Stevens Advisory, Inc.
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MIDDLEFIELD
MIDDLEFIELD
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Founded Year
2001 2013 1979
Company Size
51-200 2-10 51-200
City
Rochester, New York Los Angeles, California Chicago, Illinois Toronto, Ontario
Country
United States United States United States Canada
Skills & Keywords Comparing with main company
8 Total Skills
Investment Management Financial Planning Value Investing Wealth Management Financial Advisory Asset Management Securities Stocks
7 Total 7 Unique
Unique Skills:
Absolute Return Emerging Markets Equities Fundamental Equity Research Global Equities International Equities Mutual Funds +1
15 Total 2 Common 13 Unique
Match 25%
Common Skills:
Financial Advisory Wealth Management
Unique Skills:
401(k) Plans 529 College Saving Budgeting Comprehensive Financial Planning ESG Life Insurance +7
29 Total 1 Common 28 Unique
Match 13%
Common Skills:
Asset Management
Unique Skills:
Active Management Advisors Alternative Investments Closed-End Funds Dividends Energy Funds +22
4
Total Companies
1979
Oldest Founded
2
Countries
55
Unique Skills

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Alternative Company Names

This company is also known as

O'Keefe Stevens Advisory Inc. 奥基夫史蒂文斯咨询公司 ओ'कीफे स्टीवंस एडवाइजरी इंक. أوكييف ستيفنز للاستشارات О'Киф Стивенс Эдвайзори Инк.