O’Brien is a fee-only registered investment advisor representing solely the interests of their clients. Their services include investment strategy development, investment management, portfolio accounting and reporting, client education, financial planning, retirement planning, and education planning. They serve individuals and families as well as businesses, nonprofit organizations, and endowments.
Their investment philosophy always revolves around the client. They seek to preserve their client’s capital and purchasing power and give them a reasonable rate of return on their investments. All of these philosophies are built around each client’s personal objectives and risk tolerance.
O’Brien invests for long-term and sticks with the strategy to seek out good investments that sometimes have bad periods that will come and go, but overall it will remain a good investment.