Managing institutional portfolios in a business hub like Atlanta requires a nuanced understanding of local economic conditions and the foresight to navigate ever-changing financial landscapes. At Oxford Financial Group, Ltd., we deliver bespoke institutional investment consulting services that align with your organization’s unique goals and mission.
Our comprehensive services include developing tailored investment strategies, providing governance and compliance support, and implementing advanced risk management solutions. By partnering with your institution, our experienced team ensures that your financial objectives are met with precision and foresight, empowering your organization to thrive in a competitive environment.
Let Oxford Financial Group, Ltd. help you secure a solid financial future while preserving your institution’s mission. To learn more or schedule a consultation, call 800.722.2289 or submit an inquiry online.
Innovative Financial Solutions for Complex Challenges
At Oxford Financial Group, Ltd., we believe trust and communication form the foundation of successful financial partnerships. We prioritize building long-term relationships by providing personalized, face-to-face service. Our institutional investment advisors take the time to listen to your institution’s goals, understand your challenges, and craft recommendations that align with your mission. We work alongside you, offering thoughtful guidance that supports sustainable growth and ensures you feel confident at every step.
Our experienced team includes Managing Directors, Oxford Investment Fellows®, Client Relationship Managers, and administrative experts. Together, they deliver proactive, customized support. This collaboration ensures your institution benefits from diverse expertise, strategic guidance, and seamless execution. Our hands-on approach allows us to adapt our strategies to your unique operational needs, ensuring lasting success.
Protecting your assets requires a forward-thinking approach to risk management. By identifying vulnerabilities and implementing advanced strategies, we safeguard your portfolio against market volatility, regulatory changes, and unique organizational challenges. Our comprehensive risk assessments provide the clarity you need to make informed decisions.
As a fee-only firm, our guidance is always unbiased and transparent. We eliminate conflicts of interest, ensuring that every recommendation reflects your institution’s best interests. With Oxford Financial Group, you gain a trusted partner dedicated to delivering value and achieving your financial objectives. Our independence ensures that every decision is driven by your success, not external incentives.
Navigating Financial Complexities with Clarity and Confidence
We design and manage participant-driven retirement plans, including 401(k) and 403(b) options, that prioritize participant outcomes, compliance, and long-term growth. Our tailored solutions empower your workforce while enhancing organizational success. Whether your goals include optimizing participation rates or improving plan performance, we offer flexible strategies that support the needs of your employees.
Pension plan committees rely on our guidance for strategic asset allocation, money manager selection, and performance monitoring. We help ensure your plan remains solvent and aligned with regulatory standards, mitigating risks to your organization. From tactical adjustments to long-term solutions, we provide the support needed to navigate challenges effectively.
Charitable organizations face unique financial challenges. Our consulting services help preserve and grow assets for endowments and foundations while ensuring alignment with your mission. We help your organization achieve financial stability and long-term success by providing personalized care and sophisticated strategies. Institutions trust us to offer robust solutions that ensure their mission is supported for generations.
An effective Investment Policy Statement (IPS) lays the foundation for prudent investment management. We collaborate with your team to develop IPS guidelines that reflect your goals, risk tolerance, and compliance needs. By clearly outlining your objectives, we help establish a framework for sustainable and effective decision-making. Our comprehensive approach ensures that your organization has the tools to adapt to changing circumstances.
Transforming Financial Visions Into Tangible Outcomes
As one of the country’s largest independent Registered Investment Advisors (RIA) firms, Oxford Financial Group, Ltd. brings decades of expertise to institutional consulting. Our size and scope allow us to attract top talent, access world-class investment resources, and deliver solutions tailored to your needs. With oversight of more than $30 billion in assets under advisement*, our capabilities are both expansive and deeply personalized.
*As of 12.31.2022
Staying ahead in the financial landscape requires a forward-thinking approach. At Oxford, we consistently explore new investment opportunities and strategies to help clients adapt to evolving markets. Our commitment to innovation ensures that your portfolio is equipped with cutting-edge solutions designed to meet your organization’s unique challenges and goals.
We combine advanced analytical tools with time-tested methodologies to craft investment strategies that align with your financial objectives. From optimizing risk management to enhancing returns, our sophisticated approach ensures your portfolio is designed for success, no matter how complex the challenges may be.
With over 40 years of experience, Oxford has built a legacy of trust, delivering consistent results for institutions nationwide. Our clients rely on our deep expertise and proactive strategies to address their most pressing financial needs. Whether managing growth opportunities or navigating risks, we provide the insight and support necessary to achieve long-term success.
Our independence as a fee-only firm ensures that every decision is made in your best interest. Free from third-party incentives or product sales, we deliver unbiased recommendations tailored to your organization’s goals. Transparency and trust are at the core of our advisory model, giving you confidence in every step of your financial journey.
At Oxford, we believe in building strong, lasting relationships with our clients. You’ll work directly with managing directors and partners who will take the time to understand your mission and aspirations. By offering proactive, personalized solutions, we ensure your organization receives the attention and care it deserves.
nstitutional consulting services are tailored advisory solutions designed to meet the unique needs of corporations, endowments, foundations, and nonprofit organizations. These services include investment management, strategic planning, risk management, and comprehensive oversight. At Oxford Financial Group, Ltd., we deliver comprehensive institutional investment services that align with your organization’s goals and mission.
We partner with various institutions, including educational organizations, healthcare providers, public and private foundations, corporate retirement plans, and nonprofits. Our specialized expertise in foundation and endowment consulting and retirement plan management allows us to craft strategies that align with each client’s objectives while adhering to regulatory requirements.
Our methodology includes an in-depth evaluation of your plan’s structure, investment offerings, and performance benchmarks. We collaborate closely with plan sponsors to strengthen investment options, improve participant outcomes, and ensure plans operate effectively and transparently.
Your service team at Oxford Financial Group, Ltd. includes Managing Directors, Oxford Investment Fellows®, a Client Relationship Manager, an Executive Assistant, and a Meeting Planner. Together, they deliver personalized support and expertise, ensuring a seamless experience. While clients typically establish manager selection criteria, performance goals, and other guidelines in an Investment Policy Statement (IPS), our flexible approach adapts to your organization’s needs without compromising your preferred processes.
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 470, Atlanta, Georgia 30305
Call us now at 470.994.1250 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
2024 © Oxford Financial Group, Ltd. All Rights Reserved.