ASPEN, CO – MARCH 8, 2016 – Obermeyer Wood Investment Counsel was named to Barron’s 2016 list of America’s top financial advisors, as published in the magazine’s March 5, 2016, edition.
Wally Obermeyer, president and co-chairman, ranked second in Colorado and is the list’s top-placed independent investment advisory principal in the state. Obermeyer Wood has been included on the list every year since it opened its rankings to independent investment advisors in 2013.
According to Mr. Obermeyer, the firm’s success rests on the strength of its team. “I believe this recognition speaks to the diligence, caring, and expertise of the entire Obermeyer Wood team. We are deeply honored by it, and are incredibly grateful to our incredible group of clients, who make it all possible.”
In identifying top advisors for this state-by-state ranking, Barron’s evaluates various criteria including assets under management, the overall quality of the practice, philanthropic work, and regulatory record.
Barron’s (www.barrons.com) is America’s premier financial brand, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people actively in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal financial well-being. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
About Obermeyer Wood Investment Counsel, LLLP
Obermeyer Wood Investment Counsel, LLLP is an independent Registered Investment Advisor (SEC File #801-54953) with offices in Aspen and Denver, CO. The firm is committed to delivering sound, thoughtful investment advice designed to preserve and grow its clients’ net worth. Obermeyer Wood works with individuals, their families, and the foundations and corporations they lead. For more information, visit www.obermeyerwood.com or call us in Aspen at 970-925-8747 or in Denver at 303-321-8188.
# # #
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Obermeyer Wood is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Obermeyer Wood by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. A copy of our Brochure as set forth on Part 2A of Form ADV discussing our services and fees is available at www.obermeyerwood.com.