O’Keefe Stevens Advisory, Inc. is a Rochester-based investment advisory firm specializing in value-driven, long-term investment strategies. As a registered investment adviser (RIA), the firm focuses exclusively on portfolio management and financial planning services tailored to individuals, families, and institutions. O’Keefe Stevens differentiates itself through disciplined research methods rooted in fundamental analysis, reflecting a strong commitment to the principles of value investing. The firm seeks to build concentrated portfolios of high-conviction investments, aligning client interests with careful, independent thinking.

Drawing on decades of combined industry experience, the advisors at O’Keefe Stevens offer personalized service and a hands-on approach. Their investment philosophy is influenced by long-term capital appreciation and downside protection, aiming to serve clients looking for more than just passive or index-based strategies. Transparency, accountability, and direct communication are central to the firm’s client relationships. Their boutique nature allows for nimble decision-making and highly customized financial solutions. With a local presence and national reach, O’Keefe Stevens Advisory continues to build its reputation on integrity and strategic insight.

Website: https://okeefestevens.com/

Key Services:

– Investment portfolio management
– Equity research and analysis
– Financial planning and advisory
– Value-based investment strategies
– Tax-efficient portfolio structuring
– Retirement planning
– Individual and institutional asset management
– Ongoing performance monitoring and reporting