Oxford Financial Group is your trusted partner for institutional investment consulting in Minneapolis. Our team of seasoned professionals delivers tailored strategies to help your organization navigate financial markets and achieve long-term goals. We are committed to providing informed and strategic advice and aim to enhance your financial performance.
Minneapolis is a thriving economic and cultural hub home to Fortune 500 companies, prestigious universities, and a diverse range of financial institutions. Its dynamic business environment and flourishing economic landscape make expert guidance essential to maximizing returns and achieving financial objectives in this competitive market.
Take the next step toward optimizing your investment strategy by contacting 800.722.2289.
Navigate Your Financial Future With Precision
Investment success starts with deeply understanding your organization’s unique goals and challenges. Our consulting services are tailored to address your needs, ensuring your strategy aligns seamlessly with your mission and vision. Whether managing an endowment, retirement plan or other institutional assets, we craft personalized strategies that reflect your financial objectives.
Every recommendation we provide is grounded in rigorous research and in-depth analysis. Our team leverages advanced methodologies and the latest market intelligence to develop reliable and innovative solutions. We ensure that your investments are guided by data-driven insights, empowering your organization to make informed decisions in a rapidly changing financial landscape.
Institutional investment success often hinges on access to exclusive opportunities unavailable to the general public. Through our extensive network, we identify and connect you with unique investment ventures and partnerships that align with your financial goals. These opportunities enable your organization to diversify its portfolio and gain a competitive edge.
With more than four decades of experience, Oxford Financial Group has established itself as a leader in institutional investment consulting. Our seasoned professionals bring a wealth of knowledge and a proven track record of success, providing expert guidance you can trust. Our history of delivering measurable results underscores our commitment to helping institutions achieve their long-term financial goals.
Strategic Insights for Effective Wealth Management
Oxford Financial Group advises on over $30 billion in assets, ranking us among the nation’s most prominent institutional investment advisors. Our extensive expertise includes designing and managing participant-directed retirement plans, such as 401(k) and 403(b) plans, tailored to meet the diverse needs of employees and employers. We help organizations structure plans that empower participants to take control of their retirement savings while aligning with the company’s overall benefits strategy.
We provide thorough consulting services for committee-directed pension plans, ensuring these plans align with long-term financial goals. We collaborate with committees to create a robust Investment Policy Statement (IPS) that outlines clear objectives for asset allocation, risk management, and performance benchmarks. Once the strategy is in place, our team carefully selects money managers, rigorously monitors their performance, and makes necessary adjustments to achieve optimal returns.
With specialized foundation and endowment consulting expertise, Oxford Financial Group helps charitable organizations manage their investment portfolios effectively. Our goal is to maximize the impact of their financial resources while preserving capital for future needs. We develop customized strategies that align with each organization’s mission, balancing growth objectives with the need for stability. Our services include asset allocation, performance monitoring and adherence to spending policies.
Oxford Financial Group offers unparalleled experience in designing and managing retirement plans that meet the needs of both employers and employees. We evaluate and implement advanced plan structures to enhance plan performance and efficiency. Whether it’s a participant-directed plan, a pension, or a hybrid structure, we work closely with organizations to create retirement solutions that attract and retain top talent. Partnering with Oxford means gaining access to a team of experts dedicated to providing innovative strategies, ongoing support and exceptional service.
We Offer Professional Expertise That Results in Positive Returns
Being recognized as a top Registered Investment Advisor (RIA) firm is a testament to our commitment to excellence. Our fiduciary responsibility ensures we act in your best interests, providing transparency, impartial advice and personalized service.
*As of 12.31.2022
Our team of seasoned professionals continually monitors market trends and leverages cutting-edge research to deliver innovative strategies designed to achieve your long-term goals. Our adaptive approach ensures your investments are always positioned for success
Our custom-tailored strategies are designed to meet your needs, considering your goals, risk tolerance, and unique circumstances. We collaborate closely with you to develop a comprehensive approach that aligns perfectly with your objectives.
From asset management to retirement plan management, our full-service approach ensures that every aspect of your financial health is addressed. Our integrated services provide a seamless, cohesive strategy for optimal performance.
Our dedication to the Minneapolis community goes beyond financial services. Oxford Financial Group is committed to making a positive impact through philanthropic initiatives, local partnerships and community engagement.
We employ rigorous risk assessments to safeguard your investments against volatility. Our thorough analysis and proactive management tactics allow you to navigate the financial market’s complexities confidently.
Institutional investment services encompass a range of advisory and management solutions tailored to the unique needs of institutions. Our institutional consulting services in Minneapolis are designed to help organizations achieve their financial goals.
Oxford Financial Group prides itself on a personalized approach, combining local expertise with a global perspective. Our team of seasoned professionals delivers tailored advice and innovative solutions supported by in-depth research and cutting-edge technology.
We serve diverse institutional clients, including non-profit organizations, educational institutions, healthcare systems, retirement plans and government entities. Our institutional consulting services are structured to meet each client’s specific needs.
Simply contact us to schedule an initial consultation. During this meeting, we will discuss your organization’s objectives, challenges and current investment strategies. We will then outline how our tailored consulting approach can help you achieve your goals.
Oxford Financial Group is committed to helping institutions integrate socially responsible investing into their portfolios. We understand the importance of aligning investments with ethical values and sustainability goals. So, if you’re searching for responsible institutional investment consulting near me, we are the team to meet your needs.
Please contact 616.242.0022 or submit an online inquiry to further discuss your institution’s needs and how we can provide tailored solutions.
225 South Sixth Street, Suite 2600 Minneapolis, Minnesota 55402
Call us now at 612.379.4500 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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