ABOUT
The Oxford Advantage
Mission Statement
Fiduciary vs. Suitability
No. 1 RIA
Privacy and Security
Career Opportunities
Annual Report
LEADERSHIP
Managing Directors
Jeffrey H. Thomasson
Seema J. Ackerman
Kristina R. Baron
Debora A. Bennett
Jason R. Brinks
Charles R. Carter
Laura J. Clark
C. Richard Davis
Brian W. Dykstra
Richard V. Hall
K. Paige Kirkland
Nicholas S. Klein
Karen H. Mersereau
Peter N. Reist
Scott F. Rewey
Ty Schlobohm
Josiah P. Sears
Lorelei M. Tolson
Robert M. Twitchell
Tim E. Wittenbrook
Client Relationship Managers
Trent M. Maus
Kirsten E. Andrews
Daniel J. Arb
Jason S. Armbrust
Hannah J. Cash
Cason M. Cusack
Susie E. Harper
Michael E. Larson
Keith A. Millhisler
Eugene K. Park
Stephanie S. Taylor
Jacob R. Watson
Jennifer Weaver
James R. Wright
Family Office Services
Carolyn M. Bower
Susan E. Hagley
Debbie D. Martz
Jeremy L. Mertens
Keenan Pierce Call
Scott M. Simmons
Kara J. Talbott
The Trust Company of Oxford™
Lisa A. Walker
Dustin A. Brown
Lora L. White
Investment Management Group
Kristina R. Baron
Jeffery H. Stroman
Daniel J. Ford
Cameron R. Johnson
David M. Lewis
Jared A. Nishida
Michael A. Rosen
Robert L. Schaefer
Ryan T. Shidler
Senior Leadership
Jeffrey H. Thomasson
Catherine E. Farley
Sue A. McMillen
J.P. Simmons
Lisa A. Walker
SERVICES
Investment Advisory Services
Investment Philosophy
Manager Selection
Alternative Investment Strategies
Direct Private Equity
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
COVID-19 Updates
News
e
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.Insight
Investment
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.Perspective
Videos
CONTACT
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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.
March 17, 2020
Published by
Scott Evans
on
March 17, 2020
Categories
An Update on Oxford’s response to COVID-19
An Update on Oxford’s response to COVID-19
March 12, 2020
Published by
Scott Evans
on
March 12, 2020
Categories
Oxford’s response to COVID-19-2
Oxford’s response to COVID-19
Secure Client Login
ABOUT
▼
The Oxford Advantage
Mission Statement
Fiduciary vs. Suitability
No. 1 RIA
Privacy and Security
Career Opportunities
Annual Report
LEADERSHIP
▼
Managing Directors
▼
Jeffrey H. Thomasson
Seema J. Ackerman
Kristina R. Baron
Debora A. Bennett
Jason R. Brinks
Charles R. Carter
Laura J. Clark
C. Richard Davis
Brian W. Dykstra
Richard V. Hall
K. Paige Kirkland
Nicholas S. Klein
Karen H. Mersereau
Peter N. Reist
Scott F. Rewey
Ty Schlobohm
Josiah P. Sears
Lorelei M. Tolson
Robert M. Twitchell
Tim E. Wittenbrook
Client Relationship Managers
▼
Trent M. Maus
Kirsten E. Andrews
Daniel J. Arb
Jason S. Armbrust
Hannah J. Cash
Cason M. Cusack
Susie E. Harper
Michael E. Larson
Keith A. Millhisler
Eugene K. Park
Stephanie S. Taylor
Jacob R. Watson
Jennifer Weaver
James R. Wright
Family Office Services
▼
Carolyn M. Bower
Susan E. Hagley
Debbie D. Martz
Jeremy L. Mertens
Keenan Pierce Call
Scott M. Simmons
Kara J. Talbott
The Trust Company of Oxford™
▼
Lisa A. Walker
Dustin A. Brown
Lora L. White
Investment Management Group
▼
Kristina R. Baron
Jeffery H. Stroman
Daniel J. Ford
Cameron R. Johnson
David M. Lewis
Jared A. Nishida
Michael A. Rosen
Robert L. Schaefer
Ryan T. Shidler
Senior Leadership
▼
Jeffrey H. Thomasson
Catherine E. Farley
Sue A. McMillen
J.P. Simmons
Lisa A. Walker
SERVICES
▼
Investment Advisory Services
▼
Investment Philosophy
Manager Selection
Alternative Investment Strategies
Direct Private Equity
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
▼
COVID-19 Updates
News
e
.Newsletters
▼
e
.Insight
Investment
e
.Perspective
Videos
CONTACT
Secure Client Login