Institutional Consulting Services

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.

Today, many advisory firms say they are fee-only, but there are few that completely pass this test. Oxford Financial Group, Ltd., however, has no proprietary products and no revenue-sharing arrangements with banks, investment managers, broker-dealers or administrative service providers. The reach comes partly from our size, and partly from the long-term relationships we’ve established with top-tier money managers in traditional markets, as well as from alternative investment strategies.

Oxford’s Institutional Consulting Practice includes:

401(k), 403(b) and Participant Directed Retirement Plans >

Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.

Committee-Directed Pension Plans >

Your dedicated Oxford service team advises your Board as a co-fiduciary advisor.

Endowments and Foundations >

Oxford serves many leading charitable organizations as a co-fiduciary advisor.

Co-Fiduciary and Fee-Only Business Model >

Oxford embraces fiduciary responsibility in all of our client engagements.

Retirement Plan Expertise >

We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction.

Specialized Service Team >

Your Oxford service team includes Managing Directors, Oxford Investment Fellows, Client Relationship Managers, an Executive Assistant and a Meeting Planner.

Approach to Plan Investment >

Our investment approach focuses on three primary areas: investment menu design, investment manager selection and monitoring and total cost benchmarking.

Investment Policy Statement Development >

Oxford has substantial experience in developing defined benefit plan Investment Policy Statements (IPS).

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