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: