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Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Oxford has served as a co-fiduciary investment advisor to retirement plan committees for more than 25 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).
We offer you a unique value proposition as your retirement plan investment consultant. As one of the largest independent registered investment advisors in the country, Oxford combines the scale of national firms with the benefits of working with independent, boutique, privately owned regional advisory firms.
For five consecutive years, Oxford has been ranked by Financial Planning Magazine as the largest independent Registered Investment Advisor in the nation, based on total assets under advisement. Oxford is therefore large enough to offer a complete range of services, depth of knowledge, unsurpassed access to global investment opportunities and world-class investment research. At the same time, Oxford remains small enough to be privately held and to offer highly customized, independent advice to its clients with no conflicts of interest.
Oxford offers the following benefits:
As an Oxford client, you work with a partner in our firm who is totally committed to your success. Each partner is supported by a team of professionals and an extensive in-house investment research department. We take pride in the diverse backgrounds of our professional team members, believing that in an increasingly complicated environment the most effective solutions are often multidisciplinary.