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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

Highly Tailored Financial Plans

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

Specialized Service Team

Oxford’s service team includes Managing Directors who are full-time investment advisors. They are supported by a "cell team" which includes a CFA who is a member of our Investment Management Group, the Oxford Investment Fellows, a Client Service Manager who has responsibility to administer all implementation of your decisions, an Executive Assistant and a Meeting Planner. Your Managing Directors understand the complexities of institutional investing and the requirements of Investment Committees. They generally serve between 15 and 20 institutional clients each but enjoy the support of other client service specialists. Together, they provide service and expertise unmatched in the industry.

One additional benefit to our team is our flexibility. While our clients typically lay out their manager selection criteria, performance expectations, watch list parameters and other important data in an Investment Policy Statement (IPS), our customized approach allows us to accommodate your preferences without disrupting your preferred approach.