Oliver Luxxe Assets LLC
Overview
Oliver Luxxe Assets LLC is a private investment firm that provides tailored wealth management solutions, leveraging knowledge from top financial firms while adding independent investment research. The firm offers individual and customized wealth management solutions without the restrictions or limitations of larger firms. Oliver Luxxe works for clients, not the institution. The firm's services include investment management, financial planning, active portfolio management, estate planning services, retirement planning, global equity, structured products, fixed income, social security, and portfolio construction. Oliver Luxxe Assets LLC is a registered investment adviser and a signatory to the Principles for Responsible Investment.
Investment Focus
- Accredited investors only
- Long-term investment horizon
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Frequently asked questions about Oliver Luxxe Assets LLC
What sectors does Oliver Luxxe Assets LLC invest in?
Oliver Luxxe Assets LLC invests in Financial Services, Wealth Management, Investment Management, Fixed Income, Estate Planning and Financial Planning, and is based in Gladstone, United States. Oliver Luxxe Assets LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Oliver Luxxe Assets LLC invest at?
Oliver Luxxe Assets LLC backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Oliver Luxxe Assets LLC invest in?
Oliver Luxxe Assets LLC invests across United States.
Who are the partners at Oliver Luxxe Assets LLC?
Team members listed for Oliver Luxxe Assets LLC include Joseph Sharma (Chief Investment Officer) and Brad Jacobson (Managing Director).
How do I contact Oliver Luxxe Assets LLC?
Oliver Luxxe Assets LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
