For institutions in Grand Rapids, navigating financial complexities requires precision, insight, and a deep understanding of the city’s economic fabric. At Oxford Financial Group, Ltd., we combine local expertise with a global perspective to deliver institutional investment consulting services tailored to your organization’s unique goals.
We craft investment strategies that align with your mission, deliver governance that fosters accountability, and apply robust risk management practices to secure your financial future. With a team dedicated to understanding your objectives, we partner with you to drive meaningful results while respecting the spirit and vision of Grand Rapids.
Let Oxford Financial Group, Ltd. help you turn financial challenges into opportunities. Discover how we can support your mission. Call us at 800.722.2289 or schedule a consultation with one of our experienced advisors today.
Innovative Financial Solutions for Complex Challenges
At Oxford Financial Group, Ltd., trust and communication are the foundation of every successful partnership. We prioritize building long-term relationships with our clients, taking the time to understand your institution’s unique objectives and challenges. By working closely with your team, we provide thoughtful guidance and proactive solutions tailored to your goals. Our commitment to personalized service ensures that your organization receives the attention and care it deserves.
Our team of professionals is dedicated to delivering unmatched expertise and service. Your Oxford service team includes Managing Directors, members of our Investment Management Group, the Oxford Investment Fellows®, Client Relationship Managers, and support staff like Executive Assistants and Meeting Planners. This comprehensive approach ensures seamless execution of your financial strategies while keeping you informed at every stage.
Oxford Financial Group, Ltd. takes a meticulous approach to investment planning, focusing on three key areas: investment menu design, manager selection and monitoring, and total cost benchmarking. We leverage our scale — over $30 billion in assets under advisement* — to conduct in-depth analysis and deliver strategies tailored to your institution’s needs. We conduct quarterly reviews to make sure your investments are aligned with performance criteria and evolving market trends.
A well-defined Investment Policy Statement (IPS) is crucial for guiding your institution’s investment decisions. Our team collaborates with you to craft an IPS that reflects your organization’s objectives, risk tolerance, and regulatory requirements. With clear, actionable guidelines, we provide the framework for effective decision-making, enabling your institution to navigate financial challenges confidently.
Empowering Your Organization With Proven Financial Solutions
Retirement planning is about more than meeting regulatory requirements—it’s about empowering participants to build a secure future. Oxford Financial Group, Ltd. specializes in crafting and managing participant-directed plans that engage employees and offer superior performance. By customizing solutions to reflect the unique needs of your workforce, we help increase plan participation and enhance retirement outcomes. With ongoing support and education, we ensure your plans continue to serve the evolving needs of your organization.
Managing pension plans requires insight, precision, and an eye toward long-term sustainability. Oxford Financial Group, Ltd. collaborates with pension committees to develop strategic asset allocation, select and monitor managers, and measure performance against funding benchmarks. Our customized approach empowers your committee to make informed decisions while addressing the largest risks, such as shortfalls in meeting long-term liabilities. With our guidance, your pension plan becomes a robust tool for fulfilling your institution’s commitments.
Endowments and foundations play a critical role in supporting missions and creating lasting impact. Oxford Financial Group, Ltd. offers consulting services that prioritize the preservation and growth of assets while aligning with your institution’s philanthropic objectives. We provide hands-on support, tailored investment strategies, and cost-efficient management to ensure that your resources are maximized for both current and future needs. With decades of experience, we deliver strategies that ensure financial stability while advancing your mission.
Oxford Financial Group, Ltd. brings deep expertise in implementing and managing retirement plan features that resonate with modern committees. We work closely with clients to evaluate emerging trends in retirement benefits, design innovative plans, and monitor performance to ensure optimal results. Our proactive quarterly reviews and educational initiatives keep your plans aligned with organizational goals, ensuring they remain competitive and beneficial for your workforce.
Helping You Achieve Financial Excellence with Tailored Solutions
Oxford Financial Group, Ltd. is recognized as one of the nation’s largest independent Registered Investment Advisor (RIA) firms, with over $30 billion in assets under advisement*. This scale enables us to attract top talent, provide unparalleled resources, and offer cutting-edge financial strategies to meet the unique needs of institutions in Grand Rapids.
We pride ourselves on staying ahead of the curve by continuously exploring new investment opportunities and approaches. Our commitment to innovation allows us to develop tailored strategies that align with your institution’s goals, whether that involves advanced technology, sustainable investments, or emerging market opportunities.
Oxford Financial Group, Ltd. applies time-tested methods alongside innovative techniques to optimize your portfolio’s performance. By combining in-depth market knowledge with advanced analytics, we design strategies focused on balancing risk and return while keeping your institution’s long-term objectives in clear view.
With decades of experience, Oxford Financial Group has a history of delivering measurable results for institutions across industries. Our client-focused approach, rooted in collaboration and transparency, has led to long-term success for those we serve. From retirement planning to endowment growth, our strategies are backed by years of proven performance.
As a fee-only, independent firm, we reduce conflicts of interest to provide truly objective guidance. Our advice is designed solely to meet your institution’s goals, ensuring transparency and trust at every stage. This independence sets us apart and underscores our unwavering commitment to your success.
At Oxford Financial Group, we prioritize relationships. You work directly with our experienced partners, who take the time to understand your institution’s unique challenges and aspirations. By offering tailored advice and ongoing support, we ensure every solution reflects your values and vision.
Institutional consulting services provide comprehensive financial guidance tailored to organizations like corporations, foundations, endowments, and non-profits. These services encompass investment management, strategic planning, and risk oversight. By focusing on your institution’s unique challenges, these solutions aim to deliver sustainable growth, operational efficiency, and alignment with your long-term mission.
Oxford Financial Group, Ltd. works with a wide array of institutions, including educational entities, healthcare providers, corporate retirement plans, public and private foundations, and non-profit organizations. Our approach ensures that every client benefits from custom strategies designed to meet specific objectives while adhering to regulatory standards. We’re committed to driving results that reflect each organization’s values and goals.
Our approach starts with a deep dive into your plan’s structure, investment options, and participant engagement. We craft tailored strategies that align with your organization’s objectives while boosting retirement outcomes for participants. Through regular monitoring, performance reviews, and proactive adjustments, we ensure your plans remain compliant, effective, and forward-looking.
Oxford Financial Group, Ltd.’s service team is built for precision and personalization. It includes Managing Directors, Oxford Investment Fellows®, Client Relationship Managers, Executive Assistants, and Meeting Planners. This team works cohesively to implement strategies seamlessly while maintaining flexibility. Whether fine-tuning your Investment Policy Statement (IPS) or addressing new challenges, we ensure every action supports your institution’s success.
Reach out to us at 616.242.0022 or submit an inquiry online. Let’s explore how Oxford Financial Group, Ltd. can create a financial strategy that propels your organization forward.
85 Campau Avenue NW, Suite 200, Grand Rapids, Michigan 49503
Call us now at 616.242.0022 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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