
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
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.
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.
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.
”The world is full of foolish gamblers, and they will not do as well as the patient investors.
Charlie Munger
Our financial professionals have diverse yet deep experience, including five Chartered Financial Analysts and four CERTIFIED FINANCIAL PLANNER™ professionals.
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.
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.
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.
A good investment manager should put your interests first, work toward your goals, and provide clear and open communication.
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the…
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!