Our Services

At Obermeyer Wood Investment Counsel, our services are designed to address each client’s 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
  • Non-profit organizations

We offer the following services*:

  • Investment advisory
    • Asset allocation
    • Stock and bond selection
    • Portfolio management
    • Risk assessment
    • Distribution needs
  • Guidance during life and wealth changes
  • Retirement Planning
  • Philanthropic advisory
  • Investment policy formation and management
  • Ongoing communication and reporting
  • Coordination with your other trusted advisors (e.g., accountant, attorney)

We manage the following account types†:

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

*Please Note: Obermeyer Wood Investment Counsel, LLLP, does not serve as an attorney, accountant, or insurance agent. Obermeyer Wood Investment Counsel, LLLP, does not prepare estate planning documents or tax returns, nor does it sell insurance products.

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