Oliver Luxxe Assets LLC

We are excited to announce that Oliver Luxxe Assets' Senior Research Analyst,?Matthew Biedron, CFA, has earned a?Chartered Financial Analyst (CFA?) designation. This significant accomplishment reflects his dedication to excellence in investment analysis. Matt dedicated over 1,500 hours to study and successfully passed three challenging six-hour exams, all while upholding high standards of ethics, conduct, and work experience in the field. The CFA? designation is widely recognized as the gold standard in finance and demonstrates Matt's commitment to providing the best service to our clients. At Oliver Luxxe Assets, we pride ourselves on delivering customized wealth management solutions based on independent research and analysis for our high-net-worth and institutional clients. Achievements like Matt’s exemplify our mission to maintain a long-term, consistent investment process backed by credentials that reinforce our commitment to expertise and integrity. Please join us in congratulating Matt on his exceptional achievement!

We are #hiring for an open role. Know anyone who would be a good fit?

We’re #hiring a new Wealth Management Associate in Gladstone, New Jersey. Apply today or share this post with your network.

The S&P 500 showed strong gains through Q3 2024, however, with recent shifts in monetary policy, we may be entering a new phase of broader opportunities. As the adage goes: Don’t Fight the Fed….It cuts both ways! Read the full Oliver Luxxe 2024 Q3 Market Recap here → https://bit.ly/3BTzbcx #marketrecap #financialplanning #marketcommentary #financialadvisers #registeredinvestmentadvisers #institutionalinvestors #privateclient #oliverluxxeassets #oliverluxxe

The S&P 500 Index showed strong growth in the first half of 2024, largely driven by large-cap tech companies and significant capital investments in AI-related firms. However, recent data indicates potential shifts in economic dynamics. Read the full Oliver Luxxe 2024 Q2 Market Recap here → https://bit.ly/3XYWNW6 #marketrecap #financialplanning #marketcommentary #financialadvisers #registeredinvestmentadvisers #institutionalinvestors #privateclient #oliverluxxeassets #oliverluxxe

We are excited to announce that?Eric Feigenwinter has joined our equity investment team at Oliver Luxxe Assets as a Junior Research Analyst. Eric recently graduated from The Pennsylvania State University with a Bachelor of Science degree in Finance. Throughout the interview process, Eric impressed us with his intellectual curiosity and desire to learn. Importantly, he has impressive academic achievements, demonstrated strong leadership skills, and a commitment to excellence that aligns with our company values.

Many investors at the start of the year were expecting aggressive interest rate cuts due to a perceived weakening of the economy and softer inflation data as we exited 2023. However, as the first quarter of 2024 unfolded, it appeared that the US was experiencing a second tailwind of growth. Read the full Oliver Luxxe 2024 Q1 Market Recap here → https://bit.ly/3QgwLsJ #marketrecap #financialplanning #marketcommentary #financialadvisers #registeredinvestmentadvisers #institutionalinvestors #privateclient #oliverluxxeassets #oliverluxxe?

We're pleased to announce that Oliver Luxxe Assets was named in the Q4 2023 eVestment Brand Awareness Rankings report as a Top 20 Emerging Firm. This is the second consecutive quarter OLA has ranked in the top 20. ? Read more and download the report here → https://bit.ly/42jn2GO?

2023 was a reversal of the equity market underperformance from the previous year.?The economy tends to move at the speed of a Tortoise, while the market wants to move like a Hare. We all know who wins the race in the end! Read our 2023 year-end review and 2024 outlook by Oliver Luxxe Chief Investment Officer?Joseph Sharma,CFA?now →?https://bit.ly/41Y5sbk #2023yearendreview?#registeredinvestmentadvisor?#oliverluxxeassets?#oliverluxxe