ABOUT
The Oxford Advantage
Mission Statement
Fiduciary vs. Suitability
No. 1 RIA
Privacy and Security
Annual Report
LEADERSHIP
Managing Directors
Jeffrey H. Thomasson
Kristina R. Baron
Matthew A. Bell
Jason R. Brinks
Charles R. Carter
Laura J. Clark
Kevin W. Coquillette
C. Richard Davis
Barton C. Francis
Richard V. Hall
Nicholas S. Klein
Zachary S. Littleton
Karen H. Mersereau
Grayson E. Miller
J. Parker Mitchell
Peter N. Reist
Josiah P. Sears
Lorelei M. Tolson
Robert M. Twitchell
Tim E. Wittenbrook
Family Office Services
Terrence M. LaBant
K. Paige Kirkland
Scott M. Simmons
Kara J. Talbott
Julia S. Weaver
Investment Management Group
Kristina R. Baron
Jeffery H. Stroman
Robert “Bo” D. Ramsey, III
Ben A. Ault, MSc
Daniel J. Ford
Cameron R. Johnson
David M. Lewis
Jared A. Nishida
Ty Schlobohm
Ryan T. Shidler
Robert L. Webb
Carl S. Jackson
Senior Leadership
Jeffrey H. Thomasson
Catherine E. Farley
Terrence M. LaBant
Sue A. McMillen
Robert “Bo” D. Ramsey, III
J.P. Simmons
SERVICES
Investment Advisory Services
Investment Philosophy
Manager Selection
Alternative Investment Strategies
Oxford Investment Fellows
Professional Fees
The Trust Company of Oxford™
Trustee Services
Other Fiduciary Roles
Professional Fees
Family Office Services
Bespoke Generational Solutions
Family Office Fellows
M25 Counsel
Private Family Services
Swindon Transition Counsel
TOFF.HD
Professional Fees
Institutional Consulting Services
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
RESEARCH AND MARKET INSIGHTS
News
e
.Newsletters
e
.Insight
Investment
e
.Perspective
e.Telegraph
Videos
CONTACT
CAREERS
Secure Client Login
June 14, 2022
Published by
ekiser
on
June 14, 2022
Categories
Oxford to Open Offices in Atlanta, Georgia and Palm Beach, Florida
Oxford to Open Offices in Atlanta, Georgia and Palm Beach, Florida
April 14, 2021
Published by
ekiser
on
April 14, 2021
Categories
An Update from Our CEO – Jeff H. Thomasson
An Update from Our CEO – Jeff H. Thomasson
December 21, 2020
Published by
ekiser
on
December 21, 2020
Categories
Happy Holidays to Our Oxford Friends!
Happy Holidays to Our Oxford Friends!
July 23, 2020
Published by
Scott Evans
on
July 23, 2020
Categories
An Open Letter from our CEO – Jeff H. Thomasson
An Open Letter from our CEO – Jeff H. Thomasson
June 22, 2020
Published by
Scott Evans
on
June 22, 2020
Categories
Wells Fargo Raises Some Revenue-Sharing Fees for Asset Managers
Wells Fargo Raises Some Revenue-Sharing Fees for Asset Managers
April 28, 2020
Published by
Scott Evans
on
April 28, 2020
Categories
Why We Do What We Do
Why We Do What We Do
April 22, 2020
Published by
Scott Evans
on
April 22, 2020
Categories
An Oxford Update from Jeff Thomasson
An Oxford Update from Jeff Thomasson
April 16, 2020
Published by
Scott Evans
on
April 16, 2020
Categories
Different Work Location – Same Commitment
Different Work Location – Same Commitment
March 27, 2020
Published by
Scott Evans
on
March 27, 2020
Categories
Update from Oxford Financial Group, Ltd.
Update from Oxford Financial Group, Ltd.
1
2
Next page
Secure Client Login
ABOUT
▼
The Oxford Advantage
Mission Statement
Fiduciary vs. Suitability
No. 1 RIA
Privacy and Security
Annual Report
LEADERSHIP
▼
Managing Directors
▼
Jeffrey H. Thomasson
Kristina R. Baron
Matthew A. Bell
Jason R. Brinks
Charles R. Carter
Laura J. Clark
Kevin W. Coquillette
C. Richard Davis
Barton C. Francis
Richard V. Hall
Nicholas S. Klein
Zachary S. Littleton
Karen H. Mersereau
Grayson E. Miller
J. Parker Mitchell
Peter N. Reist
Josiah P. Sears
Lorelei M. Tolson
Robert M. Twitchell
Tim E. Wittenbrook
Family Office Services
▼
Terrence M. LaBant
K. Paige Kirkland
Scott M. Simmons
Kara J. Talbott
Julia S. Weaver
Investment Management Group
▼
Kristina R. Baron
Jeffery H. Stroman
Robert “Bo” D. Ramsey, III
Ben A. Ault, MSc
Daniel J. Ford
Cameron R. Johnson
David M. Lewis
Jared A. Nishida
Ty Schlobohm
Ryan T. Shidler
Robert L. Webb
Carl S. Jackson
Senior Leadership
▼
Jeffrey H. Thomasson
Catherine E. Farley
Terrence M. LaBant
Sue A. McMillen
Robert “Bo” D. Ramsey, III
J.P. Simmons
SERVICES
▼
Investment Advisory Services
▼
Investment Philosophy
Manager Selection
Alternative Investment Strategies
Oxford Investment Fellows
Professional Fees
The Trust Company of Oxford™
▼
Trustee Services
Other Fiduciary Roles
Professional Fees
Family Office Services
▼
Bespoke Generational Solutions
Family Office Fellows
M25 Counsel
Private Family Services
Swindon Transition Counsel
TOFF.HD
Professional Fees
Institutional Consulting Services
▼
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
RESEARCH AND MARKET INSIGHTS
▼
News
e
.Newsletters
▼
e
.Insight
Investment
e
.Perspective
e.Telegraph
Videos
CONTACT
CAREERS
Secure Client Login