SOURCE: Obermeyer Asset Management

Obermeyer Asset Management

June 09, 2009 11:19 ET

Wally Obermeyer Among "Best of Best" Financial Advisors Attending Barron's Conference

Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers

ASPEN, CO--(Marketwire - June 9, 2009) - Wally Obermeyer, President of Colorado-based Obermeyer Asset Management Company, attended the first-annual "Top Independent Advisors Summit" hosted by Barron's, which promotes best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Arizona Biltmore May 6-8, 2009 in Phoenix, Ariz.

In attendance were 72 of the Top 100 Independent Financial Advisors who were ranked in an annual survey published by Barron's in its Aug. 18, 2008 edition. Mr. Obermeyer was also ranked in this survey.

The summit was designed for these industry leaders to explore issues of concern to advisors and their high-net-worth clients, including recalibrating asset allocation models, incorporating alternative investments, open and productive communications between advisors and clients, and the changing regulatory landscape.

"It was an honor, of course, for me to be a part of this event," said Mr. Obermeyer. "More than that, though, it was a great compliment to all the members of the Obermeyer team, each of whom has contributed to this distinction."

Also in attendance were nearly 300 financial advisors chosen by their firms, including John Goltermann, a senior portfolio manager at Obermeyer Asset Management.

"The summit brought together the best independent advisors in America, who readily shared best-practice experiences and ideas for the benefit of their clients and of the industry," said Edwin Finn, editor and president, Barron's. "Such exchange of industry wisdom is more important now than ever, as advisors and their clients cope with difficult market conditions and the need to re-establish investment plans in the wake of the recent market meltdown."

About Obermeyer Asset Management

Obermeyer Asset Management is a discretionary investment management firm with approximately $500 million in assets under management. With offices in Aspen and Denver, Obermeyer helps secure and build the wealth of its clients by pursing a value-oriented, globally focused investment philosophy. The firm manages taxable and retirement accounts on behalf of individuals, families, and select foundations and corporations. For more information: 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 Winner's Circle Top 100" 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:

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

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