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Forbes Profile Video: Ali Phillips on Putting Clients First Thumbnail

Forbes Profile Video: Ali Phillips on Putting Clients First

"Clients first" is one of our seven core values at Obermeyer Wood Investment Counsel. Ali Phillips, Senior Vice President and Partner, recently sat down with Forbes and SHOOK Research to talk about why this core value is at the center of our company culture and how it shapes the work that we perform in helping guide our clients on their unique paths to financial peace of mind.

Video: Obermeyer Wood Investing Philosophy and Process Webinar Thumbnail

Video: Obermeyer Wood Investing Philosophy and Process Webinar

On Thursday, June 18th, we hosted our monthly virtual event, the latest in a series of web-based gatherings designed to educate our clients and friends on topics spanning finance, arts, wellness, and community. This month's webinar focused on our investing philosophy and process, and the featured speaker was Maia Babbs, Vice President of Investments and Client Advisory, and Partner at Obermeyer Wood. Please watch a recording of the video below to learn more about our long term approach to investing in companies at attractive valuations, our internal stock research and selection process, and our views on the state of the markets.

The CARES Act and Retirement Accounts: Three Things to Know Thumbnail

The CARES Act and Retirement Accounts: Three Things to Know

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This law was created in response to the COVID-19 pandemic, which has had a tremendous impact on the financial and physical health of Americans and businesses across the country. It offers relief for individuals, businesses, and state and local governments facing financial pressures as a result of the pandemic. For individuals, there are particularly interesting impacts on retirement savings and planning. Below are items that investors should keep in mind when considering changes to the ways that they save for, and live in, retirement.

Obermeyer Wood Supports Colorado COVID Relief Fund Thumbnail

Obermeyer Wood Supports Colorado COVID Relief Fund

Obermeyer Wood Investment Counsel is especially grateful for the accountants and tax professionals we partner with. While we typically send CPAs gift baskets to show our thanks and support during their crunch time, this year we decided to make a donation in their honor to the Colorado COVID Relief Fund instead.