The foundations, endowments and other institutional clients we work with tell us that two of the qualities they value most about us are our total objectivity and our broad reach. The objectivity is supported by our fee-only business model. Today, many advisory firms say they are fee-only, but there are few that completely pass this test. Oxford Financial Group, Ltd., however, has no proprietary products and no revenue-sharing arrangements with banks, investment managers, broker-dealers or administrative service providers. The reach comes partly from our size, and partly from the long-term relationships we’ve established with top-tier money managers in traditional markets, as well as from alternative investment strategies such as hedge funds, private equity, real estate and natural resources.
Oxford’s Institutional Consulting Practice includes:
401(k), 403(b) and Participant Directed Retirement Plans
Oxford has served as a co-fiduciary investment advisor to retirement plan committees for more than 20 years. Our firm was founded in 1981, and we took on our first retirement plan client in 1992. As of February 1, 2018, we supervise over $2.4 billion in participant directed retirement plan assets. We have oversight of approximately $23.5 billion in assets under advisement (which includes assets under management).
Committee Directed Pension Plans
Oxford can serve as a Fiduciary Advisor to pension plans, including defined benefit, supplemental executive retirement, cash balance and other plan types.
Endowments and Foundations
As a team, we will advise your Board as a co-fiduciary advisor. Your dedicated Oxford service team includes Managing Directors who serve as lead advisors, a dedicated member of our Investment Management Group, a Client Service Manager who has responsibility to administer all portfolio actions and a Private Family Services professional.