Since 1969, the investment advisory firm of O’Brien Greene & Co. has provided independent investment management to a diverse clientele. Individuals, families, trusts, and retirement plans make up the majority of our clients, though we have also served insurance companies, charitable endowments, credit unions, and banks. 

Our philosophy is straightforward: we seek the preservation and growth of capital through good and bad markets. The firm manages approximately $400 million in separate account portfolios of individual stocks and bonds, as well as a small-cap stock limited partnership. Each client receives an unusually high level of personal attention.

O'Brien Greene & Co.

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O'Brien Greene & Co.

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