O'Brien And Associates, Inc.

Overview

O'Brien And Associates, Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and manages client assets primarily through pooled public funds and mutual funds rather than direct stock-picking. It is registered as a corporation and serves a predominantly individual and family client base, advising on investment allocation and retirement planning without positioning itself as a multi-state or institutional pension consultant. Investment activity centers on mutual fund-based strategies with supplemental allocations to third-party alternative managers for real estate exposure. The firm does not identify as an active ESG investor and reports a non-discretionary posture for the assets it manages, indicating client-directed or consultative relationships rather than broad discretionary portfolio authority. O'Brien And Associates relies on outside managers and product providers to implement strategies rather than acting as a capital allocator that sources direct private deals. That structure supports a repeatable, product-driven approach to delivering diversified portfolios for clients who prefer professionally managed public-fund solutions supplemented by select alternative and insurance vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices