O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families. We follow a clearly defined and disciplined Investment Process. We are registered with and regulated by the United States Securities and Exchange Commission.
OSA is an independent operation that embodies the value investment approach. Our primary objective is to develop and secure the financial well-being of our clients. We believe in a working relationship that serves the best interests of our clients. Our work often involves other members of the client’s advisory team-- for example, accountants, attorneys, bankers, and insurance brokers. If needed, we stand ready to introduce our clients to other capable professionals and we are happy to work with their existing advisors.
Our contribution is mainly in continuing to achieve, for clients, a superior return on investments, consistent with the preservation of capital and with the individual goals of clients. We accomplish this by investing in securities with growth potential, while at the same time, focusing on safety of principal. Crucial to this mission is buying securities when they are priced at a discount to their underlying asset values.
This social media page is designed for informational purposes only and is not intended to provide specific or personalized financial advice. View our social media disclosure here: https://okeefestevens.com/wp-content/uploads/2022/04/Social-Media-Disclaimer.pdf
Company Details
- Employees
- 8
- Founded
- -
- Address
- Rochester, New York
- Phone
- +1 585-340-6538
- in****@****ens.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- okeefestevens.com
- HQ
- Rochester, New York
O'keefe Stevens Advisory, Inc. Questions
O'Keefe Stevens Advisory, Inc.'s helpline number is +1 585-340-6538
O'Keefe Stevens Advisory, Inc.'s website is okeefestevens.com
O'Keefe Stevens Advisory, Inc.'s LinkedIn profile is https://www.linkedin.com/company/o'keefe-stevens-advisory-inc.
O'Keefe Stevens Advisory, Inc. has
8 employees.
View email and phone details for 8
employees at O'Keefe Stevens Advisory, Inc..
O'Keefe Stevens Advisory, Inc.'s industry is
Financial Services
O'Keefe Stevens Advisory, Inc.'s top competitors are
3rd Roc Solar,
Rocgrowth,
Cadaret Grant,
Mapstone Veritas Financial Group,
Sage Rutty & Co., Inc,
Sfg Wealth Management - Northwestern Mutual,
We Display,
Butler/till,
Cardinal Power Wash,
Brannon Sowers & Cracraft Pc.
O'Keefe Stevens Advisory, Inc.'s support email address is info@okeefestevens.com
O'Keefe Stevens Advisory, Inc.'s categories are Financial Services
O'Keefe Stevens Advisory, Inc.'s founding year is 2017
