Our institutional clients include foundations, endowments and retirement plans. Our advice is customized for you based on your individual circumstances. Employing research by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.
Oxford has more than 31 years of experience creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Your dedicated Oxford service team advises your Board as a co-fiduciary advisor.
Oxford serves many leading charitable organizations as a co-fiduciary advisor.
Oxford embraces fiduciary responsibility in all of our client engagements.
We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction.
Our investment approach focuses on three primary areas: investment menu design, investment manager selection and monitoring and total cost benchmarking.
Oxford has substantial experience in developing Investment Policy Statements (IPS)
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