FORMS

ADV Part 1 (Search on Obermeyer)
SEC Form ADV II
Privacy Policy
Sample Investment Management Agreement

 

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DISCLOSURES

Obermeyer Asset Management Company ("Obermeyer") is an SEC registered investment adviser located in Aspen, Colorado. Obermeyer and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Obermeyer maintains clients. Obermeyer may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Obermeyer's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Obermeyer's web site on the Internet should not be construed by any consumer and/or prospective client as Obermeyer's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Obermeyer with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Obermeyer, please contact the SEC or the state securities law administrators for those states in which Obermeyer maintains a notice filing. A copy of Obermeyer's current written disclosure statement discussing Obermeyer's business operations, services, and fees is available from Obermeyer upon written request. Obermeyer does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Obermeyer's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.