OBERMEYER WOOD INVESTMENT COUNSEL, LLLP: Your Trusted Financial Expert
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP (OWIC) is a premier wealth management firm that has been serving clients since 1985. With over 35 years of experience, OWIC is known for its expertise in providing personalized and comprehensive financial guidance to its clients. Their team of highly qualified advisors is committed to helping clients achieve their financial goals through conscious and strategic planning.
How does the advisor help clients – Key Takeaways:
OWIC offers a range of financial services to meet the unique needs of its clients. They specialize in providing investment management, financial planning, estate planning, tax planning, and retirement planning services. Their goal is to help clients build and preserve their wealth while also minimizing potential risks.
Facts and Insights:
OWIC is headquartered in Denver, Colorado and has a team of 30 advisors. As of 2021, the firm has over $2 billion in assets under management (AUM). They primarily work with high net worth individuals, families, and institutions, but also serve a wide range of clients throughout the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $2 billion | 30 |
| 2020 | $1.8 billion | 29 |
| 2019 | $1.6 billion | 28 |
Financial Services Offered:
- Investment Management
- Financial Planning
- Estate Planning
- Tax Planning
- Retirement Planning
Client Types:
OWIC serves a diverse range of clients, including high net worth individuals, families, corporate executives, business owners, and institutions. They offer customized services to meet the specific needs and goals of each client.
Fees & Compensation:
OWIC charges clients a fee based on a percentage of their AUM. This aligns their interests with those of their clients and ensures transparency in their working relationship. They do not receive any commissions or sell any products, so clients can trust that their advice is unbiased and in their best interest.
Background:
OWIC was founded in 1985 by James Obermeyer and John Wood, who combined their extensive experience in the financial industry to create a firm that provides expert guidance and personalized solutions. The firm’s philosophy is to always put clients first and maintain a long-term focus on their financial success and well-being.
Financial Advisor Disclosures to Know:
OWIC maintains a clean record with regulatory bodies such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They are committed to transparency and always prioritize compliance with regulations to protect the best interests of their clients.