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Offering Long-Term Investment Management Services For the Patient Investor

Our investment management services aren’t built on chasing short-term speculative investments. Instead, we believe that patience is a virtue in many things in life, including investing and personal finance.

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Our Investment Strategy - Obermeyer Wealth

Personalized Investment Offerings

We offer different investment objectives that cater to various investor goals. Whether you want to achieve long-term capital appreciation, current income, or a blend of such strategies, we can accommodate your preferences. And while each portfolio is designed with a specific investor profile in mind, they can be customized based on individual needs and values.

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Investment Processes Designed for Long-Term Success

Our investment research team seeks investments with above-average returns, strong financials and balance sheets, access to growing markets, tangible competitive advantages, capable management teams, and prioritization of shareholder return.

1

Continuous Market and Trend Monitoring

Positioning our analysts to identify and respond to changing market conditions.
2

Investment Research & Criteria

We look for quality, stability, and valuation in the securities we invest in.
3

Long-Term Conviction

We prefer to hold securities for the long-term and avoid short-term trading or market timing.
4

Active Management

When risks or opportunities arise, we can act to position clients’ portfolios for long-term success.
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The world is full of foolish gamblers, and they will not do as well as the patient investors.

Charlie Munger

A Team You Can Count On

Our financial professionals have diverse yet deep experience, including five Chartered Financial Analysts and four CERTIFIED FINANCIAL PLANNER™ professionals.

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Why Choose Us?

As a client-focused wealth management firm, we combine sophisticated investment and financial planning strategies with personalized service. Our experienced team offers a wide range of solutions while maintaining the attentive care of a boutique firm.

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Your Financial Quarterback

We seek to coordinate with a client’s entire advisory team—from CPAs to estate attorneys—orchestrating a wealth protection strategy aligned with your goals and long-term vision.

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Helping Get a Handle on Your Finances

We want to take a big-picture approach to your financial life, offering guidance on issues of all shapes and sizes, not just the investment accounts we manage.

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Our Conversations Chart the Course

Our guidance is at its best when we have deep conversations about your goals, preferences, and risk tolerances. Once we establish your strategy together, we’ll carry the workload.

Frequently Asked Questions About Investment Management

What is investment management?

Investment management is the professional oversight of a client’s investment portfolio, including strategic asset allocation, security selection, and ongoing monitoring to align with specific financial goals and risk tolerance.

Why is an investment manager needed?

An investment manager brings expertise and time to develop tailored strategies, manage risk, and ensure that investments work toward long-term objectives, allowing individuals to focus on other priorities.

What is important when choosing an investment manager?

A good investment manager should put your interests first, work toward your goals, and provide clear and open communication.

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Let’s Connect: Our Expert Advisors Are Ready to Help

Explore wealth management solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!

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