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Oxford Financial Group, LTD


Oxford Financial Group, LTD


Expert Perspective

News, research and market insights from our team of experts.

Investment e.Perspective

Current Issue | May 15, 2019

Introducing a New Video Series on Oxford’s Investment Philosophy and Core Principles

By: Mark Green, CFA, Chief Investment Officer and Oxford Investment Fellow

Starting with this month's edition of the Investment e.Perspective, we will be sharing with you a new series of 4-6 minute videos on the core principles which underpin Oxford's Investment Philosophy.

In the first video, Bob Schaefer introduces the series. In the second video, Jim Mahoney discusses two of Oxford's core investment principles: dealing with the importance of developing long-term plans and the topic of performance benchmarks.

In the months ahead, additional videos will further explore Oxford's Investment Philosophy. We will also be sharing videos on other topics like our outlook on the financial markets and portfolio positioning, how to successfully transition your business, financial planning issues and more.

Our goal is to use these videos as another channel of communication to help foster a better understanding of the work we do. We hope you find them valuable, and appreciate your feedback.