ABOUT OBERMEYER

Obermeyer is an Aspen-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.