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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Jim Mahoney is a Senior Investment Strategist at Oxford Financial Group, Ltd. where he serves as a member of the Oxford Investment Fellows. His primary responsibilities include investment manager evaluation, manager due diligence, asset allocation, portfolio construction, investment recommendations, and researching investment ideas. Jim is also a member of Oxford’s Family Office Technical Strategy Committee.
As the lead strategist covering hedge funds, Jim spends much of his time conducting investment and operational due diligence on alternative investments. However, his professional experience and fervor span a wide variety of asset classes, including international equities, fixed income, and other alternative investments.
Superior investment results are seldom achieved by following the crowd. Successful investors remain opportunistic, yet patient, while seeking to fully understand the risks they are taking.
Prior to joining Oxford, he was a member of the investment consulting team at the Indianapolis branch office of Stifel, a full-service brokerage firm, where he worked with wealthy families and institutional clients. In this role, he also conducted asset allocation analysis and modeling, portfolio construction, investment recommendations, and manager research. Previously, he worked for a respected insurance company where he dealt primarily with fixed income portfolio managers, conducting performance measurement, evaluation, and attribution analysis.
A graduate of DePauw University, Jim demonstrated his affinity for the financial markets by earning his Bachelor’s degree in Economics. Jim successfully pursued his Chartered Financial Analyst (CFA) charter immediately upon graduation from DePauw and holds the CFA designation. He is a member of the CFA Institute and CFA Society of Cincinnati.