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Oxford Financial Group, LTD


Oxford Financial Group, LTD


Expert Teams

Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.

Daniel J. Ford

Dan Ford is a Senior Investment Strategist and Oxford Investment Fellow with Oxford Financial Group, Ltd. In this role he is responsible for investment manager sourcing, due diligence, asset allocation research, evaluating niche investment opportunities and portfolio construction. His expertise includes alternative investments, derivative products, quantitative analysis and financial engineering.

Before joining Oxford, Dan served as Director of Multi-Asset Strategies at the Indiana Public Retirement System. Dan had management and oversight responsibility for approximately $6 billion invested across absolute return hedge funds, risk parity and illiquid opportunistic strategies. He was also responsible for overseeing asset allocation research and risk management analytics for the $32 billion defined benefit pension plan.

A traditional asset allocation benefits greatly from the introduction of divergent sources of return when interests are well aligned. Oxford’s independence, scale and underwriting expertise enable clients to access top-tier alternative investment managers. Our ability to utilize these diversifying niche strategies in portfolio construction is accretive to our ultimate goal of helping clients achieve their financial aspirations.

A graduate of the University of South Carolina, Dan holds a Bachelor of Science degree in Business Administration with an emphasis on Investment Finance and Economics. He is a holder of the Chartered Financial Analyst® designation (CFA® charterholder) and holds the Chartered Alternative Investment Analyst (CAIA) and Professional Risk Manager (PRM) designations. Dan is an active member of the CFA Society of Indianapolis.