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Asset Allocation & Management Company in Denver, CO

Our strategic asset allocation helps determine how to invest your money across various asset classes to balance seeking return and managing risk. Asset allocation is a foundational service that can help clients protect and grow their net worth.

Investment Management Company - Obermeyer Wealth
Boutique Wealth Management Firm - Obermeyer Wealth

”You only have to do a very few things right in your life so long as you don't do too many things wrong.

Warren Buffett

Tailored Asset Allocation

Our experienced advisors design asset allocation strategies based on your unique goals, timeline, and comfort with risk. We fine-tune your investment mix to keep pace with the changes in the markets, your life, and evolving financial journey.

Create Your Asset Allocation Strategy
Asset Allocation Consultant - Obermeyer Wealth

Achieve Balance in Your Portfolio

A well-diversified portfolio helps manage risk while pursuing growth. Our experts craft an asset allocation plan to keep your investments aligned with your objectives and evolving needs.

Asset Allocation In Denver - Obermeyer Wealth

Adapt to Life’s Changes

Adjust your investments as your circumstances or the market evolves. We’ll help you regularly revisit and refine your asset allocation to keep your strategy on track.

Asset Allocation and Management Firm - Obermeyer Wealth

Customization for Your Reality

Whether its low-cost basis positions, values, or personal preferences, we can customize your investment selection to support your goals and accommodate you specific situation.

Denver Wealth Management Services - Obermeyer Wealth

Large Enough to Serve You; Small Enough to Know You

Obermeyer Wealth Partners is an independent, fee-only wealth management firm. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.

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Frequently Asked Questions About Asset Allocation

What is asset allocation?

Asset allocation is the strategy of dividing your investments across different asset classes—like stocks, bonds, and cash. This approach helps balance risk and reward.

How do I determine my ideal asset allocation?

The asset allocation mix that is right for you will depend on your financial goals, risk tolerance, and investment timeline. A financial advisor can help you determine and understand the right allocation.

What are the common asset classes?

Asset classes typically include stocks (equities), bonds (fixed income), cash or cash-like investments, and alternatives such as real estate or commodities.

Can I adjust my asset allocation over time?

Absolutely! As your life goals and market conditions change, so should your portfolio.

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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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