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Wally Obermeyer Among "Best of Best" Financial Advisors Attending Barron's Conference
Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers
| Source: Obermeyer Asset Management
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.