News

As investors, staying grounded and focused is critical as we look for high-quality companies that are innovative and strategic, and whose products and services are highly sought after by their customers. Of course, the most important news is that global economic activity is rebounding after a surreal year. We recognize that challenges remain, including inflation concerns, potential tax changes, and lofty valuations in certain assets. However, the healthy earnings of the companies our clients own underpin our focus on staying invested and navigating each of these obstacles as more information comes to light.

Ali Phillips, Executive Vice President and Partner, was a recent guest on the Selling The Mountains podcast hosted by Christian Knapp. The podcast series focuses on the booming mountain town real estate economy and the unique personalities fueling it. Each episode is an insider’s perspective on market trends, lifestyle, success stories, and the business of buying and selling property in the mountains.

Last spring, we wrote about reasons for hope in a sick economy. We talked about the medical advances that were on the horizon, the swift action our policymakers were taking by injecting $2 trillion into the economy, and how we entered the crisis in a position of strength, with all the tools necessary for a quick recovery. A year later, we have multiple vaccines, the economy is swimming in liquidity, and we are beginning to see one of the strongest recoveries in history. While we did not envision all the ways that the pandemic would upend our lives and change our nation, we are encouraged by how the global situation is improving.

Congratulations to Ali Phillips and Dana Nightingale for being named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021, marking the fifth year in a row that our firm has been recognized with this honor. We are proud to be the only independent Registered Investment Advisor with two team members ranked in the top 20 in the state of Colorado.

Obermeyer Wood Investment Counsel has been named by Barron’s as one of the top 1200 financial advisors in the country. Wally Obermeyer and Ali Phillips are representing our firm on this year’s list. Obermeyer has been a mainstay on this recognition list for over a decade, and this is Phillip's first time receiving this honor. We are humbled to be the highest-ranked independent advisory in the state, and we are the only such firm in Colorado with two advisors on the list.

Forbes and SHOOK Research recently released their annual rankings for Best-In-State Wealth Advisors, compiling a list of 5,000 of the nation’s premier wealth advisors. We are honored to be the highest-ranked independent advisory firm in the state of Colorado and the only independent advisory firm with two team members recognized in the top 15 in the state. This year’s rankings feature Wally Obermeyer at No. 3 in Colorado, followed by Ali Phillips at No. 11.