Managing institutional portfolios in a dynamic financial landscape like Chicago requires expertise and precision. Oxford Financial Group, Ltd. offers institutional investment consulting services in Chicago designed to meet the specific needs of various organizations.
Our approach includes developing tailored investment strategies, providing governance support and implementing robust risk management practices. With a deep understanding of the local and national economic environment, our team collaborates closely with your institution, helping to ensure your financial objectives are met and your organization’s mission is supported.
At Oxford Financial Group, Ltd. we are dedicated to helping your organization achieve financial sustainability and success. For more information, please call 800.722.2289 or submit a request for information to connect with one of our experienced professionals.
Helping You on the Path to Financial Health With Expert Management
At Oxford Financial Group, Ltd., we understand that trust and communication are the foundation of successful client relationships. Our advisors are dedicated to building long-lasting partnerships based on mutual respect and understanding. We take the time to listen to your organization’s financial objectives and aspirations, providing thoughtful counsel and proactive solutions. Our personal, face-to-face approach to service ensures your organization receives the attention and care it deserves. We are committed to being your trusted financial advisor in Chicago.
Your Oxford Financial Group, Ltd. service team includes Managing Directors who are full-time investment advisors. They are supported by a team of professionals, including members of our Investment Management Group, the Oxford Investment Fellows®, Client Relationship Managers responsible for administering the implementation of your decisions, an Executive Assistant, and a Meeting Planner.
Our investment approach focuses on three primary areas: investment menu design, investment manager selection and monitoring, and total cost benchmarking. With oversight of more than $30 billion in assets* (including assets under management), Oxford Financial Group, Ltd. has the scale and resources to provide deeper manager analysis than many boutique consultants. We establish manager selection and watchlist criteria for each category to be included in your plan and help you monitor performance against this criteria every quarter.
*As of 12.31.22
Oxford Financial Group, Ltd. has substantial experience in developing Investment Policy Statements (IPS). We guide defined benefit plan boards on how to incorporate best practices effectively into their IPS documents. Our process focuses on key topics that we believe every IPS should address. Our customized reporting is designed to help board members easily monitor the overall performance of the investment program, including risk-adjusted returns, as well as the performance of managers and the total portfolio against appropriate peer groups and benchmarks.
Strategic Insights for Effective Wealth Management
Oxford Financial Group, Ltd. can serve your institution as an investment advisor to your retirement plan committee. As one of the largest independent registered investment advisors in the country, we are large enough to offer a complete range of services, depth of knowledge, access to global investment opportunities, and investment research. At the same time, Oxford remains small enough to be privately held and to provide highly customized, independent advice to its clients.
In our role as advisor to Committee-Directed Pension Plans, we help develop an Investment Policy, set strategic and tactical plan asset allocation targets, select and monitor money managers, and measure results against both appropriate market and funding status benchmarks. We believe that the largest risk to a plan sponsor is a shortfall in its ability to pay its long-term liabilities. Oxford Financial Group, Ltd. offers asset allocation, consulting, and manager selection services to address portfolio design and investment performance.
Oxford Financial Group, Ltd. can serve as a fee-only investment consultant to your endowment and foundation. With our consulting services, we bring the same level of care, customization, and hands-on effort to charitable organizations as we do to individuals, families, and other institutional clients. Institutions also benefit from our combination of sophisticated investment advisory services and commitment to minimizing costs and maximizing investment efficiency, all while keeping each client’s interests at the forefront.
Oxford Financial Group, Ltd. has deep experience in implementing 401(k) plan features that are commonly of interest to committees. We have helped dozens of clients evaluate cutting-edge retirement benefit options and plan construction. This process is part of our ongoing quarterly review meetings. We proactively target topics for education while also addressing specific committee questions regarding topics you may be evaluating prior to our engagement.
Your Trusted Partner in Institutional Financial Stewardship
Oxford Financial Group, Ltd. is one of the largest independent RIA firms in the country, with oversight of more than $30 billion in assets under advisement* (including assets under management). We believe our size allows us to attract the best talent in the industry, maintain a thorough depth of internal technical resources, and access aspirational investment solutions on behalf of our clients.
*As of 12.31.2022
We are committed to staying ahead of the curve by continuously exploring new investment opportunities and strategies. Our focus on innovation allows us to offer cutting-edge solutions to help you achieve your financial goals.
Our institutional consulting services are designed to elevate your portfolio’s performance through meticulous planning and strategic execution. We apply time-tested methods and innovative financial techniques with the goal of optimizing risk management and enhancing returns.
With over four decades of experience, Oxford Financial Group has a proven track record of delivering results for our clients. Our commitment to excellence is reflected in the long-term success of the institutions we serve.
Oxford Financial Group, Ltd. operates as an independent, fee-only firm. This means our recommendations are based solely on ensuring your needs are met and your financial goals are achieved. Our independence allows us to foster trust and transparency in our relationships with clients.
We prioritize long-term relationships with our clients, managing each as a unique partnership. You work directly with Partners of Oxford Financial Group, Ltd., who take the time to understand your specific goals and concerns. We offer tailored advice and proactive solutions that align with your values, providing ongoing support and guidance throughout your financial journey.
Institutional consulting services are specialized advisory services tailored to meet the unique needs of institutions such as corporations, foundations, endowments, and non-profit organizations. These services include investment management, strategic planning, risk management, and oversight.
At Oxford Financial Group, Ltd., we work with various institutions, including educational entities, healthcare providers, public and private foundations, corporate retirement plans, and non-profit organizations. Our expertise in foundation and endowment consulting, among other areas, allows us to develop effective strategies that meet each client’s distinct objectives and regulatory standards.
Our methodology for managing 401(k) and 403(b) plans involves a detailed examination of the plan’s framework, investment choices, and performance metrics. We collaborate with plan sponsors to enhance investment offerings and improve participant outcomes.
Your Oxford Financial Group, Ltd. service team includes Managing Directors, Oxford Investment Fellows®, a Client Relationship Manager, an Executive Assistant, and a Meeting Planner. Together, they provide personalized service and expertise. One additional benefit of our team is our flexibility. While our clients typically outline their manager selection criteria, performance expectations, watchlist parameters, and other important details in an Investment Policy Statement (IPS), our customized approach allows us to accommodate your preferences without disrupting your preferred approach.
Please call 312.846.6000 or submit an online inquiry to discuss your needs and tailor a solution for your organization.
980 North Michigan Avenue, Suite 1500, Chicago, Illinois 60611-4521
Call us now at 312.846.6000 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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