Institutions in Palm Beach can navigate complex portfolios effectively with experienced financial advisors advocating for their interests. Oxford Financial Group, Ltd.™ provides institutional investment consulting services in Palm Beach catered to your objectives and the dynamic financial landscape.
Our tailored approach to institutional investment consulting assists foundations, endowments and other organizations through specialized governance support and risk management solutions. As your institutional investment advisors, we develop plans that align with your distinctive goals and operational needs.
Oxford Financial Group, Ltd. is committed to your organization’s legacy and vision. For more information about our offerings, contact 800.722.2289 or submit a request for information to consult with one of our managing partners.
Helping You Navigate Strategic Financial Management
At Oxford, we understand the trust our clients place in us to provide counsel that aligns with their financial objectives and aspirations. We take steps to ensure your trust is in the right place. Our commitment to transparency and trust ensures you remain informed and supported at every stage. You can trust that we are your dedicated long-term partner for managing your institutional investments by fostering open communication and establishing a deep understanding of your unique goals.
Your Oxford team has the experience and industry insights to act as your institutional investment advisors. Our institutional investment consulting solutions are delivered by Managing Directors who act as full-time investment advisors. Supporting them are members of our Investment Management Group, the Oxford Investment Fellows®, Client Relationship Managers responsible for implementing your decisions, an Executive Assistant and a Meeting Planner.
Our institutional investment consulting covers three areas: investment menu design, investment manager selection and monitoring and total cost
benchmarking. Oxford has experience overseeing over $30 billion in assets* (including assets under management). We can deliver the scale and resources to conduct in-depth manager analysis beyond what many boutique firms offer. We establish criteria for manager selection and watch lists for each category in your plan, then provide quarterly performance monitoring against these standards.
Your Oxford team has the experience and industry insights to act as your institutional investment advisors. Our institutional investment consulting solutions are delivered by Managing Directors who act as full-time investment advisors. Supporting them are members of our Investment Management Group, the Oxford Investment Fellows®, Client Relationship Managers responsible for implementing your decisions, an Executive Assistant and a Meeting Planner.
Building Your Portfolio Through Objective Financial Planning
Oxford offers retirement plan management solutions that safeguard your institutional interests. As one of the largest independent registered investment advisors nationwide, we provide your retirement plan committee with bespoke advice backed by experience and industry insight. Our team offers a wealth of knowledge and years of understanding of global investment opportunities to grow your financial portfolio.
As your advisor, Oxford Financial Group, Ltd. provides the necessary support to ensure your pension plans are effectively managed while consistently meeting your organization’s goals. Oxford covers the various aspects needed to make smart financial decisions, from developing an Investment Policy and measuring the results of your investments to ensuring your long-term liabilities are met. Our services cover asset allocation, consulting and manager selection services, all to improve your portfolio’s bottom line.
Oxford offers fee-only institutional investment services to endowments, foundations and other charitable sectors. Maximize the potential of every donation through advanced investment advisory services that ensure cost-efficiency and investment effectiveness with every decision. Organizations in this field can benefit from advanced investment advisory services that prioritize the interests of each client.
Oxford delivers extensive guidance in implementing 401(k) plans, a feature that institutional committees often prioritize. We help our clients navigate the latest retirement benefit options and plan design advancements. We also help by answering questions about specific retirement planning challenges, ensuring informed decision-making.
Your Trusted Partner in Preserving Your Organization’s Legacy
Oxford Financial Group, Ltd. is one of the US’s largest independent Registered Investment Advisors (RIA). We oversee over $30 billion in assets under advisement* (including assets under management), which is a testament to our clients’ trust in our team. Our size and combined experience with excellent talent provide institutions with the means to achieve Aspirational Investment Solutions.
Our experience and extensive financial expertise allow us to develop exceptional guidance and support tailored toward your goals. With a steadfast commitment to staying at the forefront of industry trends, our institutional investment consulting solutions deliver unmatched value that helps you achieve your financial objectives.
Our institutional consulting services use proven strategies to maximize your institution’s portfolio’s performance. We apply advanced techniques to assess and manage risks to boost returns effectively. We construct strong portfolios by integrating various assets and investments.
Oxford Financial Group, Ltd. boasts over four decades of experience, providing committed and thoughtful guidance that has helped our clients achieve their financial goals. We have built long-term relationships with over 700 prodigious institutions in 36 states, which is a testament to our service and care.
Oxford Financial Group, Ltd. prioritizes your institution’s best interests as an independent, fee-only firm. Our independence ensures trust and transparency for our clients. We offer unbiased advice, entirely free from the sway of product sales or commissions.
We focus on building lasting relationships with our clients, treating each as a unique partnership. The Partners of Oxford Financial Group, Ltd. invest the time to understand your individual goals and concerns to provide customized forward-thinking solutions that align with your values.
Institutional consulting services are specialized advisory offerings designed to address the distinct needs of corporations, foundations, endowments and nonprofit organizations. Some of our services include investment management, strategic planning, risk management and comprehensive oversight.
At Oxford Financial Group Ltd., we partner with various institutions, including educational organizations, healthcare providers, public and private foundations, corporate retirement plans and nonprofits. Our expertise in foundation and endowment consulting and other specialized areas enables us to craft strategies that align with each client’s unique goals and regulatory requirements.
Our approach to managing 401(k) and 403(b) plans includes thoroughly analyzing the plan’s structure, investment options and performance metrics. We work closely with plan sponsors to strengthen investment offerings and support better outcomes for participants.
Your Oxford Financial Group, Ltd. service team comprises Managing Directors, Oxford Investment Fellows®, a Client Relationship Manager, an Executive Assistant and a Meeting Planner, all dedicated to delivering personalized expertise and support. While clients often establish manager selection criteria, performance goals, watch list standards and other essential elements in an Investment Policy Statement (IPS), our flexible and customized approach allows us to adapt to your preferences.
Please contact 561.834.4050 or submit an online inquiry to further discuss your institution’s needs and how we can provide tailored solutions.
231 Royal Palm Way, Suite 301, Palm Beach, Florida 33480
Call us now at 561.834.4050 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
2024 © Oxford Financial Group, Ltd. All Rights Reserved.