Managing investment portfolios in Indianapolis requires more than financial know-how — it demands strategies tailored to your organization’s mission and the ability to navigate a complex regulatory landscape. At Oxford Financial Group, Ltd., we deliver institutional investment consulting services designed to meet the unique challenges facing Indianapolis institutions.
We partner with endowments, foundations, corporate organizations, and non-profits to develop personalized investment strategies that align with your goals and reflect your values. By providing governance support and implementing proactive risk management practices, we ensure your assets are protected while fostering long-term financial stability.
At Oxford Financial Group, Ltd., our commitment is to empower your institution’s growth through collaborative, forward-thinking financial solutions. Discover how we can help your organization achieve its goals. Contact us today at 800.722.2289 or schedule a consultation with one of our experienced institutional investment advisors
Customized Financial Roadmaps for Future-Ready Institutions
At Oxford Financial Group, Ltd., trust and communication are the cornerstones of every successful partnership. Our institutional investment advisors take the time to understand your institution’s unique challenges, goals, and values, building long-term relationships that prioritize your objectives. We work collaboratively with your team to craft tailored strategies, ensuring that every recommendation aligns with your mission. With a focus on personalized service, we aim to exceed expectations, providing solutions that reflect the care and attention your institution deserves.
Our multidisciplinary team combines the expertise of Managing Directors, Oxford Investment Fellows®, Client Relationship Managers, and specialized support staff. Each professional brings experience and a commitment to delivering exceptional service. Whether navigating Indianapolis’s distinct financial landscape or responding to complex challenges, our team is equipped to provide timely, strategic solutions. We believe in a hands-on approach, ensuring that your institution benefits from the collective knowledge and dedication of our institutional consulting professionals at every step of your financial journey.
Our investment strategies are built on meticulous research and an in-depth understanding of market dynamics. We focus on three key areas: investment menu design, manager selection and monitoring, and total cost benchmarking. This structured approach ensures that your portfolio is optimized for performance and aligned with your long-term goals. Regular reviews and transparent reporting enable us to help you adapt to changing market conditions and seize new opportunities.
A well-defined Investment Policy Statement (IPS) is a critical foundation for effective investment management. Our team collaborates with you to develop an IPS tailored to your organization’s mission, risk tolerance, and regulatory requirements. This actionable document guides decision-making, ensures compliance and supports achieving your institution’s financial objectives with clarity and confidence.
Holistic Financial Solutions for Comprehensive Growth
Creating a secure financial future for your employees requires retirement plans that are both compliant and engaging. At Oxford Financial Group, Ltd., we specialize in crafting participant-directed plans tailored to the unique needs of your workforce. From designing strategies that enhance participation to implementing features that optimize retirement outcomes, we ensure your plans reflect your organization’s values while meeting regulatory standards.
Navigating the complexities of pension plans demands both precision and expertise. Oxford Financial Group, Ltd. equips your committee with the tools and insights needed to make strategic, informed decisions. We address key risks, align investments with funding benchmarks, and develop strategies that safeguard your organization’s long-term financial stability.
Endowments and foundations serve as vital financial pillars for mission-driven organizations. Our foundation and endowment consulting services prioritize preserving assets while pursuing growth strategies that align with your institution’s goals. Through personalized investment planning and cost-effective management, we address financial challenges and uncover opportunities to strengthen your organization’s impact.
Retirement plans require ongoing attention to remain compliant, effective, and aligned with organizational goals. Oxford Financial Group, Ltd. leverages decades of experience to design and manage plans that adapt to evolving regulatory landscapes and workforce needs. From optimizing participant benefits to navigating complex challenges, we deliver comprehensive retirement plan consulting services that position your institution for sustained success.
Your Trusted Partner in Institutional Financial Stewardship
Oxford Financial Group, Ltd. is one of the nation’s largest independent Registered Investment Advisor (RIA) firms, overseeing more than $30 billion in assets under advisement.* This scale empowers us to attract top talent, access world-class investment opportunities, and deliver innovative strategies tailored to the unique needs of Indianapolis institutions.
Innovation is at the heart of everything we do. At Oxford Financial Group, Ltd., we continuously explore emerging trends, advanced methodologies, and new opportunities to ensure our clients stay ahead in a dynamic financial landscape. Our focus on innovation allows us to craft forward-thinking solutions that address today’s challenges while positioning your institution for future growth.
Balancing risk and maximizing returns requires both experience and precision. Our institutional investmnet services combine proven methodologies with advanced techniques, leveraging deep market insights to align with your institution’s goals. Whether optimizing your portfolio or navigating complex financial environments, we design strategies that deliver long-term success.
With decades of experience and a history of delivering measurable results, Oxford Financial Group, Ltd. is a trusted partner for institutions across industries. Our commitment to excellence is evident in the success of the organizations we serve. We prioritize personalized solutions that consistently exceed expectations, building a foundation of trust and reliability.
As an independent, fee-only firm, our advice is free from conflicts of interest. We do not sell products or earn commissions, ensuring our recommendations focus solely on your institution’s objectives. This transparency is central to our commitment to integrity and trust.
We believe in the power of relationships. You work directly with experienced partners who take the time to understand your institution’s unique needs. Through tailored advice, proactive solutions, and ongoing collaboration, we build lasting partnerships that prioritize your success.
Institutional consulting services are tailored financial solutions designed to help organizations manage their investments, mitigate risks, and achieve long-term goals. Whether it’s aligning an endowment’s investment strategy with its mission or ensuring compliance in a corporate retirement plan, these services provide comprehensive guidance to navigate complex financial landscapes. At Oxford Financial Group, Ltd., our approach combines innovation, precision, and a commitment to delivering results that empower institutions to thrive.
Our clients include a diverse range of organizations, from large corporations and non-profits to healthcare providers, educational institutions, foundations, and endowments. We understand that each institution has unique objectives, and we craft strategies that reflect their specific values and priorities. Whether supporting a foundation’s philanthropic mission or enhancing a retirement plan’s effectiveness, Oxford Financial Group, Ltd. delivers personalized solutions designed to succeed in Indianapolis’s dynamic environment.
Effective retirement plans start with understanding your organization’s goals and workforce needs. We develop customized 401(k) and 403(b) plans beyond compliance to drive participant engagement and optimize outcomes. By conducting in-depth evaluations of investment options, providing ongoing education, and regularly monitoring performance, we ensure that your plans deliver value today and adapt to the challenges of tomorrow.
Our team combines industry expertise with a personal commitment to your success. From Managing Directors to Oxford Investment Fellows® and Client Relationship Managers, each professional brings years of experience and a shared dedication to delivering exceptional results. With a collaborative, hands-on approach, our team provides strategic solutions and ensures your institution feels supported every step of the way.
We’re here to help your institution achieve financial excellence. Call Oxford Financial Group, Ltd. at 317.843.5678 or submit an inquiry online to discuss how we can tailor solutions to your unique needs.
11711 North Meridian Street, Suite 600, Carmel, Indiana 46032
Call us now at 317.843.5678 or toll-free at 800-722-289.
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