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Since 1969, the investment advisory firm of O’Brien Greene & Co. has provided independent investment advice to a diverse clientele. Individuals and retirement plans make up the majority of clients, though we also serve insurance companies, municipalities and endowments. Our philosophy is straightforward: we seek the preservation and growth of capital through good and bad markets. The firm manages more than $200 million. Each client receives an unusually high level of personal attention.
Commentary:Rethinking Retirement Asset Allocation
In some recent posts on target date funds we questioned the wisdom of an automatic “glide path” that continues to increase the amount of fixed income in a portfolio over time even after an investor reaches retirement. We prefer a more dynamic, customized asset allocation. A recent recent Wall Street Journal article entitled “What You...Read more »
From the Quarterly Letter:Fourth Quarter
The best account of 2013, and the outlook for 2014, may come from the late mutual fund pioneer and philanthropist Sir John Templeton: Great bull markets are born in pessimism, grow on skepticism, mature on optimism, and die in euphoria. Along with colleagues Sally Sulcove, Ben O’Brien, Matthew O’Brien, and Paul Devine, I spend untold...Read more »