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Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
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. In addition, we place particular emphasis on controlling costs and fees and managing tax liability.
Two critical elements of portfolio construction are asset allocation and manager selection.
Asset Allocation is the primary determinant of portfolio return.
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