Straightforward Investing for Over 50 Years
Since 1969 O'Brien Greene & Co. has sought to steward our clients' savings through good markets and bad.
01
Welcome to O'BRIEN GREENE & CO.
As a fiduciary, O'Brien Greene has operated since its founding under an obligation to manage our clients' investments in their best interests, putting our clients first. We craft customized portfolios of individual stocks, bonds, and exchange-traded funds (ETFs) to preserve and grow wealth over the long-term.
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Our Services
01
Investment Management
Our in-house research team designs, invests, and continuously monitors our client portfolios in separate accounts held by independent, qualified custodians such as Fidelity Investments or Charles Schwab.
02
Retirement Plans
Since its inception O'Brien Greene has advised businesses and charities on the design and management of corporate retirement plans.
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Trusts & Financial Plans
From drafting financial plans to advising on trust formation and management, we work closely with our clients, their attorneys, and trust administrators.
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Small-Capitalization Stock Fund, LP
For over twenty years, a subset of O'Brien Greene's "qualified investor" clients have chosen to co-invest alongside the firm's principals in a limited partnership fund devoted to concentrated investments in small public companies
