SOURCE: Obermeyer

November 18, 2008 10:47 ET

Obermeyer Named One of Worth's 'Top 250 Wealth Advisors'

Aspen-Based Money Manager One of Eleven Colorado Managers on List

ASPEN, CO--(Marketwire - November 18, 2008) - Wally Obermeyer, President of Obermeyer Asset Management Company, was named one of 'The Top 250 Wealth Advisors' in an annual survey published by Worth magazine in its October/November 2008 edition.

The Worth Top 250 represents the magazine's selection of the best advisors nationwide. The winning advisors demonstrated to the editors a solid understanding of the global markets, alternative investment strategies, and the current economic climate. Those selected have earned acclaim for their expertise, dedication, and enthusiasm and represent the pinnacle of the wealth management profession. The full list, by state, can be found at www.worth.com.

"I'm especially flattered by this year's recognition," said Obermeyer. "The Aspen and Denver teams have been working very hard in this difficult market, and I think genuinely deserve to be part of such a prestigious list of financial advisors. And I can't say enough about our loyal clients who've helped us achieve this distinction."

Obermeyer, who entered the investment business in 1994 with $1 million under management, has grown the firm's asset base to over $600 million today. The investment team builds and manages a diverse range of equity, fixed income, and alternative investment strategies for about 250 families. Mr. Obermeyer was recently named one of America's Top 100 independent advisors by Barron's magazine in its August edition.

Worth provides thought-provoking information for the growing market of individuals whose net worth exceeds $2 million. According to MMR, Worth subscribers have an average net worth of $4.37 million and an average household income of $630K with 58% owning secondary real estate valued at $1.9 million.

About Obermeyer Asset Management

Obermeyer Asset Management is an independent fee-only Registered Investment Advisor (SEC File #801-54953) headquartered in Aspen, 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
    Communications Strategy Group
    (720) 470-3653