July 2024 - O'Keefe Stevens Advisory, Inc.

O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2024 Q2

Quarterly Investor Letter Q2 2024

Quarterly Investor Letter Q2 2024 July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain […]

by Dominick D'Angelo

on Jul 19

O'Keefe Stevens Advisory Value Connection Newsletter cover, 2024 Q3

The Value Connection – Q3 2024

The Value Connection – Q3 2024 Celebrating Independence and Financial Freedom As you gather with family and friends to celebrate […]

by Justin Stevens

on Jul 5

Advisor reviewing printed financial reports with a client across a desk

OSA Fact Sheet Q2 2024

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]

by Peter O'Keefe

on Jul 2

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New York

One Bausch and Lomb Place, Suite 920, Rochester, NY 14604
Phone: (585) 340-6538

Florida

255 Giralda Ave
Coral Gables, FL 33134
Phone: (786) 541-8699

Hours of Operation

Monday through Friday
9:00am to 5:00pm

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Investment advisory services offered through O’Keefe Stevens Advisory, Inc., an SEC Registered Investment Advisor.

Our Work

The numbers for "Clients We Serve," "Assets Under Management," and "Percentage in Top 10 Holdings," are as of June 30, 2026.

Additional information about O’Keefe Stevens Advisory, Inc. is also available online at www.adviserinfo.sec.gov or http://brokercheck.finra.org/. CRD # 286338

Testimonials Disclosure:
The testimonials provided are from current O’Keefe Stevens Advisory clients. These are unsolicited statements and are shared with the permission of each client. No compensation is provided for these testimonials and no known conflicts of interest exist (i.e. statements from family members, employees, etc.). Each client retains the right to request immediate removal of these statements from our marketing materials at any time.