Obermeyer Among “Best Of Best” Financial Advisors Attending Barron’s Conference
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
ASPEN, CO – (April 12, 2011) – Wally Obermeyer, president of Colorado-based Obermeyer Asset Management Company, attended the Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine. The invitation-only conference, designed to promote best practices in the industry and the value of advice to the investing public, was held March 23-25 at The Ritz-Carlton in Orlando, FL. Mr. Obermeyer was one of 68 preeminent advisors in attendance, a number that included both the Top 100 Independent Advisors in the U.S., as ranked and published in Barron’s August 30, 2010 issue, and formerly ranked advisors. Also in attendance were approximately 250 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event, including Ali Phillips, a vice president at the Obermeyer office in Aspen.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Advisors that explored current issues from business development ideas, managing high-networth accounts and families to portfolio management and retirement planning. “Our inclusion in this event was an honor – both for myself and for each member of the Obermeyer team,” said Mr. Obermeyer. “I’m also grateful to our wonderful group of clients, without whom this distinction wouldn’t be possible.”
“The importance of the work these independent advisors do and their influence will only increase as the nation’s Baby boomers plan for retirement and all Americans struggle to protect and grow their portfolios and their businesses through difficult economic times, said Ed Finn, Editor and President of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial planning needs.”
