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
Obermeyer Once Again Named One of America's Best Independent Financial Advisors
Aspen-Based Money Manager Only Colorado Representative on Barron's Top 100 List
| Source: Obermeyer Asset Management
ASPEN, CO--(Marketwire - September 8, 2009) - Obermeyer Asset Management Company, one of
Colorado's premier discretionary asset management firms, today announced
that Barron's magazine has named Wally Obermeyer one of the top advisors in
the nation. The Barron's 2009 list of Top 100 Independent Financial
Advisors was published in the magazine's August 31st edition.
The list of distinguished advisors, culled from more than 500 nominations,
is based on assets under management, revenues the advisors generate for
their firms, and the quality of their practices. Barron's, one of Wall
Street's most well-regarded publications, publishes its list to identify
elite practitioners in the field and highlight the investing practices that
are protecting and growing the wealth of investors.
Mr. Obermeyer, who serves as president of Obermeyer Asset Management
Company, was the only advisor in Colorado to be included in the 2009
survey. This year marks his third consecutive appearance on the list.
"I am, of course, pleased and honored by this recognition, but more than
that, I'm proud of the way our firm has evolved over the years," said
Obermeyer. "I think the combination of our focus on each individual client
and consistent investment style builds a kind of enduring confidence."
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 Obermeyer team builds and manages marketable securities
portfolios for about 300 families. The firm recently opened an office in
the Cherry Creek business district of Denver, one of the West's most
important financial centers, to extend Obermeyer's reach toward Colorado's
affluent investors.
"To be in the Barron's Top 100 Independent Advisors demonstrates the level
of excellence that my team delivers to our loyal clients," says Obermeyer.
"Without these important partnerships, this recognition would not have been
possible."
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.
About Obermeyer Asset Management Company
Obermeyer Asset Management Company 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.