Our Services

At Obermeyer Wood Investment Counsel we approach every relationship with a fresh eye and offer a depth of services to comprehensively address the complexities of each unique financial situation. We invite you to have a no-obligation, confidential discussion about how we might work together. Contact Us

We work with the following clients:

  • Individuals and families
  • Business owners and entrepreneurs
  • Family offices
  • Corporate Trustees
  • Institutions

We offer the following services:

  • Investment advisory
    • Asset allocation
    • Portfolio management
    • Risk and liquidity management
    • Periodic portfolio reviews
  • Significant change/liquidity event management
  • Philanthropic advisory and implementation
  • Investment policy formation and management
  • Ongoing communication and reporting
  • Coordination with other professional service providers such as estate-planning attorneys and accountants

We manage the following account types*:

  • Individual and joint
  • Trust
  • Retirement/ERISA plans
  • Corporate
  • Custodial
  • Endowment
  • Foundation
  • Estate

*Client accounts are placed at third-party custodians and are not held in-house at Obermeyer Wood Investment Counsel, LLLP.