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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.

Manager Selection

The due diligence process conducted on third-party managers emphasizes a thorough evaluation of the firm’s:

  • organization and people
  • investment philosophy and process
  • historical performance, both in terms of return and risk management
  • terms and conditions

On-site visits are a necessary component of the evaluation process, helpful for assessing qualitative factors such as:

  • passion and drive
  • organizational resources
  • firm culture
  • the quality of personnel

An appropriate alignment of interests is critical.  We prefer management firms which are:

  • independent
  • employee-owned
  • have a high degree of personal investment in their strategies

We often use a combination of both “active” and “passive” investment strategies for certain components of a portfolio’s asset allocation.