|“Strategic asset allocation, a long‐term focus and diversification combine to form the foundation of successful investment portfolios. Our ability to successfully access and underwrite investments and investment managers in alternative asset classes also significantly benefits our clients’ portfolios. At Oxford, we help our clients achieve their financial aspirations by utilizing our scale, access and underwriting expertise to make targeted investments and build diversified investment portfolios.”|
About robert “bo” d. ramsey iii, MBA, JD, CFA, CAIA®
Bo Ramsey serves as Chief Investment Officer for Oxford Financial Group, Ltd. In this role he oversees Oxford’s Investment Management Group and the Oxford Investment Fellows by establishing the long‐term investment vision, philosophy and strategies for Oxford’s CIO practice. Bo acts as the lead oversight for all investment manager due diligence criteria and asset allocation policies. He is individually responsible for sourcing and vetting specific private market investments and for performing investment research. Bo serves on the Senior Leadership Committee, Oxford Investment Board and Mayfair Board.
Prior to joining Oxford, Bo served as Co‐Chief Investment Officer at Pendyne Capital, LLC where he managed alternative investment portfolios including a $150 million private equity and venture capital portfolio and an $80 million hedge fund portfolio. He also served on the board of directors for three portfolio companies. Prior to his time at Pendyne Capital, Bo was Deputy Chief Investment Officer at Indiana Public Retirement System, where he managed the $3.5 billion private equity, $6.3 billion public equity and $2.7 billion risk parity portfolios.
Bo received his Bachelor of Science and his Master of Business Administration from Indiana University Kelley School of Business. He received his Juris Doctor from Indiana University McKinney School of Law, where he graduated cum laude. He is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.
Bo is a Board Member and Investment Committee Member of the Indianapolis Symphony Orchestra Foundation, an Advisory Board Member of Pacenote Capital, LLC and a Board Member of Stryve Foods, LLC and Top Echelon Software, LLC.
Bo is married and has three children and one dog. His hobbies include running, paddle boarding, golf, reading and travel. He is a fan of Indiana University sports, the Indianapolis Colts and the Chicago Cubs.