Who We Are
About O'Brien Greene and Our History
Straightforward investing with O’Brien Greene
Working with O’Brien Greene
The investment advisory firm of O’Brien Greene & Co. provides independent investment management to a diverse clientele. Individuals, families, and corporate retirement plans make up the majority of clients, although longtime clients also include trusts, insurance companies, and charitable endowments. We seek the preservation and growth of capital through good and bad markets, and our investment strategy emphasizes several themes: simple, transparent, separate accounts; direct ownership of high-quality stocks and investment-grade bonds; diversification across the market; customized portfolios with a high degree of personal attention. The firm has more than $270 million under management and its offices are located in suburban Philadelphia in the borough of Media, Pennsylvania.
Review & Outlook
Our take on the investing, financial, & economic themes of the day
12 March, 2014 by
Welcome to ObrienGreen.com. 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. read more...