Unlike many of our competitors, we manage our clients’ portfolios.

Our investment philosophy prioritizes producing returns that outpace inflation and the indices while controlling risk inline with our clients financial profiles. Our customized portfolios are tailored to each client’s specific goals, utilizing low-cost index funds, ETFs and individual stocks, while avoiding expensive and illiquid products.

We closely monitor the markets using an array of robust timing and quantitative programs, allowing us to identify potential opportunities to raise returns but also times to reduce exposure due to increased volatility. By coupling the software with our own investment experience, we are able to evaluate both macro and micro trends and attempt to take advantage of inefficiencies in the market, hopefully benefitting our clients and increasing their returns.

Risk is inherent to investing. Anyone who tells you otherwise is less than truthful. However, not all investment risk is equal and it is important that you identify what level of risk you are comfortable with. At O’Brien Retirement, we believe in adopting a strategy that aligns with our clients goals and risk tolerance while also being agile enough to take advantage of great opportunities in the market when they present themselves.

Have an old work 401k or other retirement account? Have questions about how you should be investing?

We are happy to review your current portfolio and give you our honest and complimentary assessment. Please give us a call today at (860) 415-9614 or email dobrien@ifgrr.com to set up a meeting.

Contact Us Today

for a Complimentary Consultation

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

O’Brien Retirement Investment Group and IFG are unaffiliated entities. Copyright 2022. All Rights Reserved.

OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, CT, DC, FL, ME, MD, NC, ND, NJ, NY, PA, RI, SC, VA, VT .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

Electronic communications are not necessarily confidential and may not be delivered or received reliable. Therefore, do not send orders to buy or sell securities or other instructions relating to your accounts via e-mail. The material contained herein is confidential and intended for the address recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.

© 2024 O'Brien.