SOURCE: Obermeyer

Obermeyer

September 08, 2010 07:00 ET

Obermeyer Makes It Four Years in a Row on Best Independent Financial Advisors List

Colorado-Based Money Manager Recognized in Barron's 2010 Lineup of Top 100 Advisors

ASPEN, CO--(Marketwire - September 8, 2010) -  Obermeyer Asset Management Company, one of Colorado's premier investment firms, today announced that Barron's magazine named Wally Obermeyer as one of the top advisors in the nation in 2010.

The Barron's 2010 list of Top 100 Independent Financial Advisors was published in the magazine's August 30th edition. Considered one of Wall Street's most well-regarded publications, Barron's publishes its rankings to identify elite practitioners in the field and highlight the investing practices that are protecting and growing the wealth of individual investors.

This year marks Mr. Obermeyer's fourth consecutive appearance in Barron's annual listing of Top 100 Independent Advisors. The list is based on assets under management, revenues the advisors generate for their firms, and the quality of their practices. Mr. Obermeyer, who serves as president of Obermeyer Asset Management, was one of just two advisors in Colorado to be included in the 2010 national survey.

"It's an honor, of course, to be included among this extraordinary group of investment advisors, and I'm genuinely appreciative," said Obermeyer. "But what's really important to me is what the recognition says about the entire Obermeyer Asset Management team. It confirms that our approach of delivering thoughtful investment strategies and consistent service to our terrific group of clients is working."

Obermeyer Asset Management builds and manages marketable securities portfolios for about 400 families representing approximately $650 million in assets. Mr. Obermeyer and his team employ 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.

Headquartered in Aspen since 1997, the firm opened a second office in 2008 in the Cherry Creek business district of Denver, one of the West's most important financial centers, to extend Obermeyer's reach toward Colorado's affluent investors.

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 offers a disciplined, globally informed investment perspective that seeks overlooked value opportunities for customized portfolios. For more information, visit www.obermeyerasset.com.

Contact Information

  • For more information, please contact:
    Lonny Kandel or Ali Phillips
    Obermeyer Asset Management
    (800) 337-0933

    Morrison Shafroth
    CSG|PR
    (720) 470-3653