O'Gorman Asset Management, Inc.

O’Gorman Asset Management is a small independent registered investment adviser that serves individual and high‑net‑worth clients with discretionary investment management, financial planning, retirement‑plan consulting, and fiduciary services for charitable organizations. The firm provides customized portfolio implementation and ongoing monitoring, and also offers standalone financial planning and business retirement plan design and education.

The firm’s investment approach emphasizes fundamental analysis and value‑oriented selection, using an investment policy statement and a proprietary methodology to construct diversified portfolios from individual equities, mutual funds, ETFs/ETNs and fixed‑income securities. Accounts are managed on a discretionary basis with continuous monitoring and rebalancing, and client reviews are conducted at least quarterly or as circumstances warrant.

Compared with many peers, O’Gorman operates as a one‑advisor boutique with roughly ten client relationships and about $10.6 million in discretionary AUM, resulting in a very small, hands‑on client roster. The firm’s principal also provides tax preparation services (approximately 10% of his time), and the firm accepts fiduciary assignments for endowments and consults on employer retirement plans while maintaining an institutional relationship with a major custodian for custody and operational support.