Oxford has more than 31 years of experience creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Oxford has served as a co-fiduciary investment advisor to retirement plan committees for more than 31 years. Our firm was founded in 1981, and we took on our first retirement plan client in 1992. We have oversight of more than $30 billion in assets under advisement (which includes assets under management).*
We offer you a unique value proposition as your retirement plan investment consultant. As one of the largest independent registered investment advisors in the country, Oxford combines the scale of national firms with the benefits of working with independent, boutique, privately-owned regional advisory firms.
Oxford is large enough to offer a complete range of services, depth of knowledge, unsurpassed access to global investment opportunities and world-class investment research. At the same time, Oxford remains small enough to be privately held and to offer highly customized, independent advice to its clients with no conflicts of interest.
*As of 12/31/2022
Oxford has more than 31 years of experience creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Your dedicated Oxford service team advises your Board as a co-fiduciary advisor.
Oxford serves many leading charitable organizations as a co-fiduciary advisor.
Oxford embraces fiduciary responsibility in all of our client engagements.
We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction.
Our investment approach focuses on three primary areas: investment menu design, investment manager selection and monitoring and total cost benchmarking.
Oxford has substantial experience in developing Investment Policy Statements (IPS).
View Part 2 of Oxford’s current Form ADV.
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