Services

Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.

Investment Advisory Services >

Employing research developed by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.

The Trust Company of Oxford™ >

The Trust Company of Oxford can serve as a critical partner to plan and execute the strategies you employ to protect and pass on the wealth you have worked so hard to amass.

Family Office Services >

Your Oxford Managing Director orchestrates the work of Family Office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.

Institutional Consulting Services >

Our institutional clients include foundations, endowments and retirement plans. Our advice is customized for you based on your individual circumstances. Employing research by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.

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