SOURCE: Obermeyer


September 12, 2011 13:06 ET

Barron's Recognizes Obermeyer Asset Management for Fifth Straight Year

Colorado-Based Money Manager Named Again as One of America's Top 100 Independent Financial Advisors

ASPEN, CO--(Marketwire - Sep 12, 2011) - Obermeyer Asset Management Company, one of Colorado's premier investment firms, today announced that Wally Obermeyer was named by Barron's Magazine as one of the nation's Top 100 Independent Financial Advisors for the fifth straight year.

The list was published in the publication's August 29th edition. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices.

Barron's, one of Wall Street's most respected financial journals, publishes its rankings annually as a way to identify elite practitioners in the field and highlight the investing practices that are protecting and growing clients' wealth.

Mr. Obermeyer, who serves as president of Obermeyer Asset Management, is one of a select few advisors to have received the recognition for five consecutive years.

"I'm greatly appreciative of our clients and all the members of the Obermeyer team, who have helped us achieve this distinction," says Mr. Obermeyer. "I am also incredibly humbled that we have received this honor for so many years in a row."

Obermeyer Asset Management builds and manages marketable securities portfolios for about 425 families, representing approximately $840 million in assets. Mr. Obermeyer and his team utilize a diverse range of equity, fixed income and alternative strategies for the firm's clients, employing a rigorous investment discipline that pursues often-overlooked value in today's global marketplace. Obermeyer has a team of nine professionals, with offices in Aspen and Denver.

"I think many investors are increasingly appreciating the value of a thoughtful, independent investment approach and open communication in these difficult markets," says Mr. Obermeyer. "Our clients trust us to do our best to protect and grow their assets over the long run."

Barron's financial weekly has been published by Dow Jones & Company since 1921. It is viewed as a premier source for market analysis and insights by senior executives, money managers and affluent investors who rely on the publication to help them manage capital and grow their wealth.

About Obermeyer Asset Management Company
Obermeyer Asset Management Company 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 delivers a sound, thoughtful investment approach that seeks attractively priced opportunities in the global securities markets. For more information, visit

Please Note: 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 Asset Management Company 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 Asset Management Company 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.

Contact Information

  • For more information, please contact:

    Lonny Kandel or Ali Phillips
    Obermeyer Asset Management
    (800) 337-0933