WHY O'BRIEN MANAGEMENT

For over 20 years, O’Brien Management has worked with our clients to help them achieve their financial goals. Our investment and planning expertise and our commitment to service benefit our clients –individuals, businesses, and nonprofits. Several qualities distinguish us from other investment management firms:

INDEPENDENCE

We are fee-only advisors. We do not sell any products nor do we receive any commissions.
We represent the interests of our clients alone.

EXPERIENCE

We are led by seasoned investment management professionals with a sophisticated understanding of the capital markets.
This includes specific tenure as a portfolio manager of two mutual funds in addition to extensive academic and Wall Street experience.

DIVERSIFICATION

We deliver broad diversification, utilizing a multi-asset class, multi-style, multi-manager methodology to reduce investment risk.
See the value of diversification.

DISCIPLINE

We utilize the tenets of modern portfolio theory and investment history to provide perspective on investment valuation and diversification. We emphasize fundamental analysis.

PROFESSIONAL SELECTION PROCESS

Through a rigorous investment process we identify sophisticated investment opportunities and managers across each asset category and specialty.

ALTERNATIVE INVESTMENTS

We incorporate financial securities whose price movements do not correlate closely with those of traditional equity and fixed income securities to add an extra dimension to asset allocation.

PERSONALIZED APPROACH

We tailor investment portfolios for each client.

Read on to learn Key Facts about OBM, and about our Guiding Principles.