Endowments and Foundations

Oxford serves many leading charitable organizations 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 and a Client Relationship Manager who has responsibility to administer all portfolio actions.

Oxford is committed to remaining privately owned and independent. With our fee-only compensation structure, we receive no commissions, soft dollars, revenue sharing or similar fees, unlike the majority of other financial service providers. We endeavor to provide a long-term, objective relationship based on conflict-free advice with complete open architecture and no proprietary products to assure access to the best, lowest cost investment options.

Oxford serves many leading charitable organizations. Please contact us to find out if Oxford would be a good fit for your endowment or foundation.

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