WHY O'BRIEN MANAGEMENT

Key Facts about O’Brien Management

• Fee-only Registered Investment Advisor
• $310 million in Assets Under Management
• Founded in 1986
• Seasoned Investment Management Professionals
• Proven and Consistent Investment Strategy
• Disciplined Investment Process Across Multiple Asset Classes
• Emphasis on Client Service

Our Services

• Investment Strategy Development
• Investment Management
• Portfolio Accounting and Reporting
• Client Education
• Financial Planning: including retirement planning and education planning

Major Client Groups

• Individuals and families
• Businesses
• Nonprofit organizations
• Endowments

OUR GUIDING PRINCIPLES