Obermeyer is a Colorado-based discretionary asset management firm with approximately half a billion in assets under management. We help secure and build the wealth of our clients -- typically a select group of individuals, their families, and the foundations and corporations they lead. We offer a perspective that is globally informed but rooted in the intellectual and cultural heritage of our community.
The Obermeyer Advantage is built on four defining principles:
- Personalized Service
- Pursued Value
- Proven Endurance
- Absolute Integrity.
Because no two clients are alike, we design and implement customized investment portfolios in pursuit of each client's goals. To do so, we employ a powerful and disciplined approach, managed by professionals with extensive experience.
Rigorous research techniques -- leveraging a full spectrum of resources, industry intelligence and proprietary analytical tools -- drive every investment decision. And, our committed independent structure stands as the foundation of our objectivity and clarity.
A partnership with Obermeyer begins with an in-depth analysis of each client's current financial picture and their longer-term horizon. Portfolio design is guided by a tailored asset allocation strategy in which we track specific client investment guidelines, including risk tolerance, liquidity needs and other key parameters.
Our paramount objective is to construct customized portfolios that:
- Generate superior returns while preserving principal
- Support unique client goals
- Pursue value while controlling risk
- Sustain balance and diversity.
Our fees are based on assets under management rather than on commissions. This structure ensures that our rewards are ultimately aligned with our clients' best interests: managing risk and growing assets. It also provides our clients with the assurance that their portfolios are managed objectively and with an integrity unclouded by compromising incentives.