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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.

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.

  • Alternative investments sharpen the ability to manage overall portfolio risk by introducing unique return patterns.
  • As with the overall portfolio design, the diversification benefits of alternative investment requires allocation across different strategies.
  • Manager selection is critical in allocating to alternative investments due to the wide dispersion of returns.
  • Oxford offers unique solutions to access alternative strategies, including pooled funds and direct investments.