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Our independence and private ownership enhance our ability to provide you with unbiased and objective advice.
Oxford Financial Group, Ltd. is expansive enough to offer a complete range of services and access to global investment management opportunities, as well as world-class investment research. Our size also affords us extraordinary access to top-tier money managers in areas such as private equity, real estate and hedge funds, as well as the traditional asset classes.
At the same time, Oxford remains committed to being privately held and to offer highly customized, independent advice to our clients, many of whom have been with us for several generations.
Oxford is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country. Oxford has oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), with 21 Managing Directors serving over 700 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 35 years, with special expertise in alternative investments and private equity.
With offices in Chicago, Cincinnati, Grand Rapids, Indianapolis and Twin Cities, Oxford specializes in serving clients with net worth above $5 million. For additional information call 800.722.2289.
The map below illustrates where our clients are located throughout the United States.
Oxford provides a wide array of investment advisory services to families and institutions alike. Employing research developed by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized client experience.