Barron’s Ranks Obermeyer Among America’s Top Financial Advisors
August 24, 2015
ASPEN, CO – AUGUST 24, 2015 – Wally Obermeyer, president and co-chairman of Obermeyer Wood Investment Counsel, LLLP, was named to Barron’s 2015 list of “The Top 100 Independent Advisors.” Obermeyer is one of only two Colorado-based advisors to be selected for this prestigious list. This marks the 8th year Obermeyer has been named to the list, and is the first inclusion of Obermeyer Wood, which was formed in 2014 through the merger of Obermeyer Asset Management Company and Wood Investment Counsel, LLC.
In response to this recognition Obermeyer said, “The firm is honored to be named to this Barron’s list. The entire team here is incredibly grateful to our outstanding group of clients for their ongoing support and partnership, without which none of this would be possible.”
In identifying these top advisors, Barron’s evaluates various criteria including assets under management and the overall quality of the practice.
Through its Aspen and Denver offices, Obermeyer Wood Investment Counsel oversees roughly $1.8 billion in managed assets on behalf of its clients.
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 manages assets for a select group of individuals, their families, and the foundations and corporations they lead. Obermeyer Wood delivers a sound, thoughtful investment approach that seeks attractively priced opportunities in the global securities markets. For more information, visit www.obermeyerwood.com or call 970-925-8747.
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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.