O'BRIEN INVESTMENT MANAGEMENT, LLC

Overview

O'Brien Investment Management, LLC is a small, owner-operated registered investment adviser that provides discretionary portfolio management for individuals, families and small businesses, with some institutional relationships. Registered in 2020, the firm charges fees as a percentage of assets under management and runs client portfolios on a discretionary basis. Investment activity centers on publicly traded equity exposure delivered primarily through exchange-traded vehicles and separate managed accounts, with an allocation sleeve for private-market and insurance-type solutions. The firm is not an active ESG investor and focuses on traditional portfolio construction and income/diversification strategies for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices