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Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
For individuals with diverse holdings and multiple investment advisor relationships, Oxford’s M25 Counsel looks beyond any assets which Oxford Financial Group, Ltd. directly supervises and creates a unified view of your entire, multi-generational portfolio. This can encompass assets held in banks, brokerage accounts, trusts, life insurance and annuities, private placements, limited partnerships and other investments.
Oxford’s M25 Counsel oversees three key areas of your portfolio:
M25 Counsel can be in lieu of, or in addition to, Oxford’s regular investment advisory service for assets under Oxford’s advisement. Services are tailored based on your needs, and may include:
For more information about M25 Counsel, please contact us.
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.