
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 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.
”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
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.
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.
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.
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.
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.
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.
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.
Asset classes typically include stocks (equities), bonds (fixed income), cash or cash-like investments, and alternatives such as real estate or commodities.
Absolutely! As your life goals and market conditions change, so should your portfolio.
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…
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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!