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Obermeyer Named One of America's Best Independent Financial Advisors
Colorado Money Manager Ranked 38th in Barron's Top 100
| Source: Obermeyer Asset Management
ASPEN, CO--(Marketwire - August 25, 2008) - Wally Obermeyer, President of Obermeyer Asset
Management Company, was named one of America's Top 100 independent advisors
in an annual survey published by Barron's magazine in its August 18th, 2008
edition. The roster was prepared by the Winner's Circle, a
securities-industry research concern in Boca Raton, Fla.
The rankings of America's top 100 independent advisors are based on each
advisor's assets under management, his or her contribution to the firm's
revenues and profits, and indications of service quality. This year ranking
at 38th marks Obermeyer's second consecutive appearance on the list.
"I'm greatly appreciative of our clients and the entire Obermeyer team who
have together helped us achieve this distinction," says Obermeyer. "And I'm
particularly proud that a Colorado-based firm is being recognized on a
nationwide level for delivering solid investment returns and world class
service."
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.
According to the magazine, independent financial advisors' assets under
management jumped 19% last year, to $2.5 trillion, the result of both new
business and handsome returns. Full-service brokers, by contrast, increased
their assets by just 9.7%, to $6.8 trillion, says California-based Tiburon
Strategic Advisors.
Obermeyer, who entered the investment business in 1994 with $1 million
under management, has grown the firm's asset base to over $700 million
today. The investment team builds and manages a diverse range of equity,
fixed income, and alternative investment strategies for about 250 families.
"I think the combination of our investment style and focus on each
individual client builds a kind of enduring confidence," says Obermeyer.
"This recognition is an indication of just how hard our entire team works
to build relationships based as much on trust as on results."
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
approximately $700 million in 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.