SOURCE: Obermeyer

Obermeyer

April 19, 2011 16:35 ET

Wally Obermeyer Among "Best of Best" Financial Advisors Attending Barron's Winner's Circle Top Independent Advisors Summit

Exclusive Conference Hosts Elite Gathering of Nation's Preeminent Financial Advisors and Industry Decision Makers

ASPEN, CO--(Marketwire - Apr 19, 2011) - Wally Obermeyer, president of Colorado-based Obermeyer Asset Management Company, attended the Barron's Winner's Circle Top Independent Advisors Summit, hosted by Barron's magazine. The invitation-only conference, designed to promote best practices in the industry and the value of advice to the investing public, was held March 23-25 at The Ritz-Carlton in Orlando, FL.

Mr. Obermeyer was one of 68 preeminent advisors in attendance, a number that included both the Top 100 Independent Advisors in the U.S., as ranked and published in Barron's August 30, 2010 issue, and formerly ranked advisors. Also in attendance were approximately 250 financial advisors who were either selected by Barron's or their affiliated firm to participate in the event, including Ali Phillips, a Vice President at the Obermeyer office in Aspen.

"Our inclusion in this event was an honor, both for me and for each member of the Obermeyer team," said Mr. Obermeyer. "I'm also grateful to our wonderful group of clients, without whom this distinction wouldn't be possible."

The exclusive conference was designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families, to portfolio management and retirement planning.

"The importance of the work these independent advisors do and their influence will only increase as the nation's Baby Boomers plan for retirement and all Americans struggle to protect and grow their portfolios and their businesses through difficult economic times," said Ed Finn, editor and president of Barron's. "This Summit brings together the industry's leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial planning needs."

About Obermeyer Asset Management
Obermeyer Asset Management Company is an independent Registered Investment Advisor (SEC File #801-54953) with offices in Aspen and Denver, CO. The firm manages approximately $800 million in assets on behalf of 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 www.obermeyerasset.com.

About Barron's
Barron's (www.barrons.com) is America's premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron's provides readers with a comprehensive review of the market's recent activity, coupled with in-depth, sophisticated reports on what's likely to happen in the market in the days and weeks to come. As a result, Barron's is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.

The "Barron's Top 100 Independent Advisors" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management. Portfolio performance is not a factor.

Contact Information

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