The Oxford Difference

One of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management)*, Oxford has 18 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years.

A Year to Forget for Stock/Bond Markets

The -18.1% return for the S&P 500 in 2022 was the fourth worst calendar year return for the broad US large cap equity index since 1973.

Oxford to Open Offices in Atlanta,
Georgia and Palm Beach, Florida

Two new offices are scheduled to open in late 2022/early 2023; one in Atlanta, Georgia’s Buckhead district and one in Palm Beach, Florida.

Oxford’s 2023 Annual Report

The 2023 Annual Report highlights one of Oxford’s core beliefs: that true success can only be achieved when we constantly strive to be better.

View Part 2 of Oxford’s current Form ADV. View Oxford’s Form CRS.

The Caproasia list of top 10 largest multi-family offices in the world is based on assets as reported in the Form ADV as of December 31, 2019. This list excludes multi-family offices that are operated within banking groups or a subsidiary of banking groups. To be eligible for FA Magazine’s Top 50 RIAs and RIA Survey & Ranking, firms must be independent registered investment advisors and file their own Form ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms complete and submit a survey on their firm’s behalf and each is represented in the final survey ranking. The annual ranking is based on the previous year’s assets for discretionary and nondiscretionary assets reported on the Form ADV. Oxford did not pay a fee for inclusion in the ranking, but may purchase reprints. The above commentary represents the opinion of the author as of 8.30.2022 and are subject to change at any time due to market conditions or other factors. OFG-2209-1

*As of 12.31.2021
**As of 8.1.2022

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