obermeyerwood.com

Obermeyer Wood Investment Counsel

Obermeyer Wood Investment Counsel, LLLP is one of Colorado’s largest independent investment advisory firms. With 17 team members and approximately $1.7 billion in managed assets, we serve clients across the United States through our offices in Aspen and Denver. Wally Obermeyer Recognized by Barron’s as One of the Nation’s Top Advisors. March 5, 2015. Obermeyer Wood featured in WSJ: Will Wildcatter’s ‘Naked’ Gamble on Oil Prices Pay Off? December 9, 2014. View the News Archive. Sign Up for Our Commentary.

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Obermeyer Wood Investment Counsel | obermeyerwood.com Reviews

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Obermeyer Wood Investment Counsel, LLLP is one of Colorado’s largest independent investment advisory firms. With 17 team members and approximately $1.7 billion in managed assets, we serve clients across the United States through our offices in Aspen and Denver. Wally Obermeyer Recognized by Barron’s as One of the Nation’s Top Advisors. March 5, 2015. Obermeyer Wood featured in WSJ: Will Wildcatter’s ‘Naked’ Gamble on Oil Prices Pay Off? December 9, 2014. View the News Archive. Sign Up for Our Commentary.

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2 forms

3 about us

4 our team

5 philosophy and approach

6 our services

7 news

8 commentary

9 site map

10 information before proceeding

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Obermeyer Wood Investment Counsel | obermeyerwood.com Reviews

https://obermeyerwood.com

Obermeyer Wood Investment Counsel, LLLP is one of Colorado’s largest independent investment advisory firms. With 17 team members and approximately $1.7 billion in managed assets, we serve clients across the United States through our offices in Aspen and Denver. Wally Obermeyer Recognized by Barron’s as One of the Nation’s Top Advisors. March 5, 2015. Obermeyer Wood featured in WSJ: Will Wildcatter’s ‘Naked’ Gamble on Oil Prices Pay Off? December 9, 2014. View the News Archive. Sign Up for Our Commentary.

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obermeyerwood.com

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Forms

http://www.obermeyerwood.com/forms

ADV Part 1 (Search for Obermeyer Wood). Form ADV Part 2 Brochure. Obermeyer Wood Investment Counsel, LLLP (“Obermeyer Wood”) is an SEC registered investment advisory headquartered in Aspen, Colorado. Obermeyer Wood and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Obermeyer Wood maintains clients. Obermeyer Wood may only transact business in those states in which it is registered, or ...Please remember t...

2

Our Services

http://www.obermeyerwood.com/our-services

At Obermeyer Wood Investment Counsel, our services are designed to address each client’s unique financial situation. We invite you to have a no-obligation, confidential discussion about how we might work together. Contact Us. We work with the following clients:. Business owners and entrepreneurs. We offer the following services:. Stock and bond selection. Guidance during life and wealth changes. Investment policy formation and management. Ongoing communication and reporting.

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Wally Obermeyer Recognized by Barron’s as One of the Nation’s Top Advisors | News | Obermeyer Wood Investment Counsel

http://www.obermeyerwood.com/site/news/wally-obermeyer-recognized-by-barrons-as-one-of-the-nations-top-advisors

Wally Obermeyer Recognized by Barron’s as One of the Nation’s Top Advisors. Aspen, CO – (February 21, 2015) – Wally Obermeyer was named to. List of the nation’s top financial advisors, as announced in the magazine’s February 21, 2015, edition. This annual ranking evaluates advisors on a range of metrics including assets under management, overall quality of the practice, and revenues generated. Obermeyer is the top-placed independent advisory in Colorado and ranks second overall in the state.

4

Philosophy & Approach

http://www.obermeyerwood.com/our-process

We believe that long-term successful investment results are achieved by investing in high-quality, growing companies at reasonable valuations. Our investment decisions are based primarily on long-term, fundamental, company-specific considerations —not market timing. Above-average financial returns and a strong balance sheet. Access to large and growing markets. A unique product, service, or asset that is difficult to replicate. Able management with a track record of acting in shareholders best interests.

5

Site Map

http://www.obermeyerwood.com/site-map

George F. Wood. Mary A. Elisberg. Elise A. Wood. Molly A. Hartzler. Please read our Forms and Disclosure. 501 Rio Grande Place, Suite 107 Aspen, Colorado 81611 970.925.8747. 200 Columbine Street, Suite 600 Denver, Colorado 80206 303.321.8188.

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Obermeyer Wood Investment Counsel, LLLP is one of Colorado’s largest independent investment advisory firms. With 17 team members and approximately $1.7 billion in managed assets, we serve clients across the United States through our offices in Aspen and Denver. Wally Obermeyer Recognized by Barron’s as One of the Nation’s Top Advisors. March 5, 2015. Obermeyer Wood featured in WSJ: Will Wildcatter’s ‘Naked’ Gamble on Oil Prices Pay Off? December 9, 2014. View the News Archive. Sign Up for Our Commentary.

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