Trusted Investment Guidance
Helping Rochester, NY investors make
thoughtful financial decisions.
Long-Term Focus
We don’t follow short-sighted market buzz, but patiently wait to realize value.
Value Oriented
We shape each strategy around financial & life goals that make investing successful.
Process Driven
Each strategy is directed by a framework that plans meticulously for the future.
No more going it alone.
We’re with you for the long term.
Proudly serving individuals and families throughout
Rochester, NY.
Everyone wants to know they’re making smart financial decisions. With so many investment options and strategies available, it can be difficult to know whether you’re on the right path for the long term. Most people simply don’t have the time, resources, or expertise to figure it out alone.
But what if you had a team of financial experts dedicated to your goals and available to provide personalized advice when you need it?
That’s why individuals and families across Rochester, NY turn to experienced financial professionals for guidance.
Now that would really give you some peace of mind.
Build Wealth Over Time.
Apply our investment strategy so you can get to where you want to be.
Your Investment Plan
Together, we’ll follow your personalized investment plan with patience, transparency and communication. You’ll enjoy financial peace of mind, accomplish life goals and take care of yourself and those you love.
Value Investments
Concentrated
Goal-Focused
Dividend Growth
In-House Research
Inflation Protection
Tax-Senstive
Cash-Flow Management
Low Turnover
Afraid of Wrong Turns?
We’ll handcraft a roadmap for spending and saving your way to retirement.
Why Our Portfolios Are Different
We love the definition of investing from the father of value investing, Benjamin Graham: “An investment is one which upon thorough analysis, promises safety of principal and an adequate return.” Our investment process is designed to accomplish this goal.
The rising cost of living and the increasing lifespans of our population mean your money must continue to grow, or you run the risk of spending it down before the end of your life. We invest with the objective to create a lifestyle-sustaining income from your portfolio, while the principal value continues to grow (not shrink) throughout the rest of your life.
We believe our clients deserve an advisor who has thorough knowledge of the investments in their portfolio. We therefore invest only in investments that we personally research that offer compelling risk to reward relationships. Your advisor will always know exactly what is in your portfolio and what is going on with each company.
We foster a culture of life-long learning and provide every employee with the opportunity to advance their career through education. Our investing team consists of Chartered Financial Analysts or CFA® charter holders and Certified Financial Planners® or CFP® designation holders. These are the industry gold standard for investment management and personal financial planning.
The financial community often confuses risk with volatility. We believe considering the downside risks of an investment as simply the most important thing we do. In our opinion, we view short-term volatility not as risk, but rather as an opportunity.
A well-diversified portfolio does not need to include hundreds or thousands of investment positions that we know little about. We prefer a concentrated portfolio of 25-30 investments that we are intimately familiar with. We achieve diversification when we own businesses in a variety of sectors, with different size businesses, doing business across different geographies or regions of the world. Diversifying yourself against a variety of risks can be achieved without owning the entire stock market.
Each of our clients investment portfolio is hand-crafted to align with their financial plan. While our clients’ portfolios mostly contain the same stock selections, the exact blend is unique to each client. This is necessary because every client has different needs, started at a different time, and has unique planning considerations when it comes to investing. There’s no “one-size fits all solution” at O’Keefe Stevens Advisory.
Our fee structure is fair and transparent. We charge a 1% fee, and our business results move in sync with our clients success. This simple arrangement is designed to eliminate unnecessary time and attention being devoted to complex fee schemes and varying arrangements amongst different clients. We believe we can earn you a 1% better return than you would on your own by applying our process. We believe we can save you 1% by avoiding common investor pitfalls and capturing opportunities. And, we believe we can save you 1% of your time, effort, and energy when it comes to researching, implementing, and monitoring you own investments.
