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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.

Investment Advisory Services

Oxford provides a wide array of investment advisory services to families and institutions alike. Our family clients span the range from individuals to multi-generational families. Our institutional clients include foundations, endowments and retirement plans. Our advice is customized for you based on your individual circumstances. Employing research developed by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.

Investment Philosophy

Oxford’s investment philosophy is grounded on a set of Core Principles and a conviction in the importance of a well-conceived Investment Policy Statement, appropriate diversification and a disciplined portfolio rebalancing program.

Portfolio Construction

Oxford designs and constructs portfolios based on a “total return” approach to investing, which incorporates both income and capital appreciation. We allocate across a global range of investment strategies and use third-party money managers, rather than proprietary strategies managed in-house.

Manager Selection

The due diligence process conducted on third-party managers emphasizes a thorough evaluation of the firm’s organization, investment philosophy and process, terms and conditions and historical performance.

Alternative Investment Strategies

Oxford has a long history of experience with investing in alternative investment strategies. We broadly define alternatives in three categories: Hedged Diversifiers, Private Equity and Real Assets.

The Mayfair Initiative

Through The Mayfair Initiative Management Buyout Strategy, we create a true partnership by investing on the same terms as our clients and exceptional management teams to invest in established, profitable companies in the Midwest.