With roots dating back to 1982, Obermeyer Wood Investment Counsel is deeply committed to delivering sound, thoughtful investment advice designed to preserve and grow your net worth.
Integrity and openness are founding principles and critical components of our firm's success. Being structured as an independent investment adviser encourages objectivity, clarity, and has the benefit of added safeguards:
- We are a fiduciary, bound by law to put our clients' best interests above all else.
- Client accounts are placed at third-party custodians and are not held in-house at Obermeyer Wood.
- Our fees are based on assets under management, better aligning our interests with yours.
We are proud to be an independent investment firm and believe our structure promotes objectivity, clarity, and a client-focused approach.