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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
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
Jeffery H. Stroman
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
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
SERVICES
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Investment Philosophy
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M25 Counsel
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Swindon Transition Counsel
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401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
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Specialized Service Team
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May 25, 2023
Published by
lbyrne
on
May 25, 2023
Categories
Kevin W. Coquillette
March 30, 2023
Published by
ekiser
on
March 30, 2023
Categories
Grayson E. Miller
September 9, 2021
Published by
ekiser
on
September 9, 2021
Categories
Zachary S. Littleton
February 12, 2019
Published by
technology
on
February 12, 2019
Categories
Jeffery H. Stroman
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
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
Jeffery H. Stroman
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
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
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
