About Our Firm
Financial Planning/Investment Management/Real Estate/Insurance
J. Oliver Maxwell, LLC is an Investment firm based on core values of collaboration, risk management and growth of an investment portfolio. We manage investment relationships for the long term providing counsel, guidance and insight for stability of wealth in line with each client's goals and objectives despite an often volatile environment. We measure success by our clients trust and confidence, the level of market knowledge we share and the long term security we successfully provide to others who follow our lead. Much of our time is spent empowering investors to be knowledgeable participants in the growth of their individual investment account. We collaborate with experts from a variety of industries to formulate strategies tailored to mitigate risk and mentor long term financial growth. Specific sector coverage includes: Pharmaceutical, Technology, Real Estate, Cybersecurity, Enterprise IT, Cloud/SaaS, Mobility, Internet, Business Services.
JOliverMaxwell, LLC core principles are Results, Client Empowerment, Research, Tenacity, Focus, Innovation, Self Control, Loyalty, and Detail Orientation seen in Performance.
We believe all clients deserves our undivided attention.
Jan's mission is to create a financial legacy for each investor to span generations. Investment seminars, farm dinners and one on one private sessions are conducted with a passion to teach and empower each investor. Jan is committed to upholding individual goals and expectations. We construct a "financial roadmap" in which the client becomes the most important player for accumulation, diversification, distribution and charitable giving. It does not take a genius to build wealth however it does require patience and discipline.
J. Oliver Maxwell core values are grounded in the integrity of each portfolio consistently building equity, knowledge of sound company fundamentals, news, market insight to empower each individual client with risk management and emotional control to grow assets long term. Jan upholds client confidentially in each fiduciary relationship, analyzing the economic picture, researching and applying solid financial indicators based on the value of corporations based on earnings fundamentals, financial statements, momentum and technical parameters.
Events and Participation
Jan Attard's Power Lunch/blog/Wealth Management Forums
Millennial Stock Market Internship
Women's Workshops, Wine Country Seminars & Coaching
www.InteractiveBroker.com - www.InvestorBusinessDaily.com - www.NewYork Times.com/www.LATimes.com/www.FinViz.com/ www.YahooFinance.com/ www.Briefing.com, www.Benziga.com/ www.SimplyWallStreet.com
www.Wall Street Journal.com - www.Barrons.com - www.Market Watch.com - www.Bloomberg.com
J. Oliver Maxwell, LLC, an independent financial planning firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any service provided by J. Oliver Maxwell, LLC. We have never disclosed information to unaffiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first. As you know, we use financial and health information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.
All written content on this site is for information purposes only. Opinions expressed therein are solely those of Jan Attard, Principal, J. Oliver Maxwell, LLC. Material presented is believed to be from reliable resources and we make no representations as to its accuracy or completeness. Fee only financial planning and investment advisory services are offered through J. Oliver Maxwell, LLC, a registered investment advisory firm in the state of California.
The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California.