By: Live Oak Private Wealth
Mid-Year Letter: June 30, 2024
Read our full investment commentary and letter to clients by downloading the 2024 Mid-Year letter.
By: Live Oak Private Wealth
Quarterly Letter: First Quarter 2024
Read our full investment commentary and letter to clients by downloading the Q1 2024 quarterly letter.
By: Live Oak Private Wealth
Year-End Letter: December 2023
Get Live Oak Private Wealth’s perspective on the shifting investment patterns and the impact on clients by downloading our 2023 Year-End Letter.
By: Live Oak Private Wealth
Quarterly Letter: Third Quarter 2023
Read our full investment commentary and letter to clients by downloading the Q3 2023 quarterly letter.
By: Live Oak Private Wealth
Mid-Year Letter: June 30, 2023
Read our full investment commentary and letter to clients by downloading the Mid-Year letter.
By: Live Oak Private Wealth
Quarterly Letter: First Quarter 2023
Read our full investment commentary and letter to clients by downloading the Q1 2023 quarterly letter.
By: Live Oak Private Wealth
Year-End Letter: December 2022
Get Live Oak Private Wealth’s perspective on the shifting investment patterns and the impact on clients by downloading our 2022 Year-End Letter.
By: Live Oak Private Wealth
Managing Director & Co-CIO Frank Jolley Featured in Business North Carolina Magazine
We are incredibly proud of our Managing Director and Co-Chief Investment Officer, Frank Jolley, for being featured in the recent Business North Carolina Magazine article titled “Best N.C. Stock Picks for 2023.”