• ABOUT
  ▼
  • The Oxford Advantage
  • Mission Statement
  • Fiduciary vs. Suitability
  • No. 1 RIA
  • Privacy and Security
  • Career Opportunities
  • Annual Report
• LEADERSHIP
  ▼
  • Managing Directors
    ▼
    • Jeffrey H. Thomasson
    • Seema J. Ackerman
    • Kristina R. Baron
    • Debora A. Bennett
    • Jason R. Brinks
    • Charles R. Carter
    • Laura J. Clark
    • C. Richard Davis
    • Brian W. Dykstra
    • Richard V. Hall
    • K. Paige Kirkland
    • Nicholas S. Klein
    • Karen H. Mersereau
    • Peter N. Reist
    • Scott F. Rewey
    • Ty Schlobohm
    • Lorelei M. Tolson
    • Robert M. Twitchell
    • Stephanie Allsopp Van Vlerah
    • Tim E. Wittenbrook
  • Client Relationship Managers
    ▼
    • Trent M. Maus
    • Kirsten E. Andrews
    • Daniel J. Arb
    • Jason S. Armbrust
    • Cason M. Cusack
    • Susie E. Harper
    • Michael E. Larson
    • Eugene K. Park
    • Stephanie S. Taylor
    • Jacob R. Watson
    • Jennifer Weaver
    • James R. Wright
  • Family Office Services
    ▼
    • Carolyn M. Bower
    • Susan E. Hagley
    • Debbie D. Martz
    • Jeremy L. Mertens
    • Keenan Pierce Call
    • Scott M. Simmons
    • Kara J. Talbott
  • The Trust Company of Oxford™
    ▼
    • Lisa A. Walker
    • Dustin Brown, J.D.
    • Eileen M. McCaulay
    • Lora L. White
  • Investment Management Group
    ▼
    • Kristina R. Baron
    • Jeffery H. Stroman
    • Bryan P. Dunnivant
    • Daniel J. Ford
    • Cameron R. Johnson
    • David M. Lewis
    • Jared A. Nishida
    • Michael A. Rosen
    • Robert L. Schaefer
  • Senior Leadership
    ▼
    • Jeffrey H. Thomasson
    • Timothy M. Dean
    • Catherine E. Farley
    • Sue A. McMillen
    • J.P. Simmons
    • Lisa A. Walker
• SERVICES
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  • Investment Advisory Services
    ▼
    • Investment Philosophy
    • Manager Selection
    • Alternative Investment Strategies
    • Direct Private Equity
    • Oxford Investment Fellows
    • Professional Fees
  • The Trust Company of Oxford™
    ▼
    • Trustee Services
    • Other Fiduciary Roles
    • Professional Fees
  • Family Office Services
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    • Bespoke Generational Solutions
    • Family Office Fellows
    • M25 Counsel
    • Private Family Services
    • Swindon Transition Counsel
    • TOFF.HD
    • Professional Fees
  • Institutional Consulting Services
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    • 401(k), 403(b) and Participant Directed Retirement Plans
    • Committee-Directed Pension Plans
    • Endowments and Foundations
    • Co-Fiduciary and Fee Only Business Model
    • Retirement Plan Expertise
    • Specialized Service Team
    • Approach to Plan Investments
    • Investment Policy Statement Development
• RESEARCH AND MARKET INSIGHTS
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  • COVID-19 Updates
  • News
  • e.Newsletters
    ▼
    • e.Insight
    • Investment e.Perspective
  • Videos
• CONTACT