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Rory Patrick Obrien

Schwerin Boyle Capital Management, Inc.

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About Rory Patrick Obrien

Rory Patrick Obrien is a Registered Investment Advisor Representative, associated with Schwerin Boyle Capital Management, Inc.. Rory has been with the firm since July 2015. Rory's career spans over 10 years in the financial services industry. Rory has been a registered Investment Advisor Representative in the state of Massachusetts since March 2, 2017. Rory received their Series 65 license on March 2, 2017, and their areas of specialization include Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Portfolio Management for Businesses. Rory's current firm, Schwerin Boyle Capital Management, Inc. has over $1 billion in assets under management and provides financial planning services to a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Rory Obrien is currently registered with Schwerin Boyle Capital Management, Inc.. Schwerin Boyle Capital Management, Inc. is an investment advisor registered with the SEC and located in Springfield, MA. They manage approximately $1,096,756,862 in assets for 184 clients. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Schwerin Boyle Capital Management, Inc.

ONE MONARCH PLACE, SUITE 700

SPRINGFIELD, MA 01144-0700

$1.10B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rory Obrien’s Registration & Firm History

MA

03/02/2017 - Present

Schwerin Boyle Capital Management, Inc. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 03/02/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rory Patrick Obrien.
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