Live Oak Private Wealth and

Jolley Asset Management join forces

to better serve our clients.

 

Jolley Asset Management, LLC ("JAM") is registered as an investment adviser with the Securities and Exchange Commission.

LATEST INVESTMENT OUTLOOKS

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MARKET OVERVIEW

3/31/20: See JAM's Top 20 Holdings here.
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With the United States in the crosshairs of COVID-19; the S&P 500 index declined by 20%in the first quarter, ending the longest...

Volume 1, Issue 87 - Spring 2020 - Warren Buffett "In the 20th century, the United States endured two world wars
and other traumatic and expensive military conflicts; the
Depression; a dozen or so recessions and financial panics...

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Stocks closed out the decade on a high note, with all the major indexes...

Volume 1, Issue 86 - Winter 2020 - Seth Klarmant "To a value investor, investments come in three varieties:
undervalued at one price, fairly valued at another price,
and overvalued at still some higher price. The goal is to...

$255

MILLION

Assets Under

Management as of

3/31/20

HISTORY

View JAM's growth over the years

#WE

BELIEVE

Find out more about JAM's core beliefs, focus and  discipline

129

Our combined experience in the investment management / financial analysis & personal trust businesses

GIPS

Jolley Asset Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). 

Recent Press

High hopes for 2019 stock picks

Read what Frank Jolley and others from North Carolina have to say about the 2019 stock market outlook from the Business of North Carolina publication.

Please refer to our Disclosure Statement regarding investment recommendations.

Contact Us

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