BARRON'S MAGAZINE: "Teaming with Ideas"
Three Financial Advisor Teams’ Most Valuable Asset: Investment Ideas
July 16, 2016, Steve Garmhausen
“The big reason wealthy clients like to work with teams of advisors, rather than lone wolves, is to gain access to a broad range of experts, from stockpickers to estate planners. Obermeyer Wood Investment Counsel, an independent team in Colorado and one of three great advisory teams profiled in this special report, strives to hire from fields as varied as investment banking, accounting, and private equity. The team even features a former flight instructor—who is particularly good at calmly guiding clients through complex, pressured situations.”
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