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.
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.
We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction.
Your Oxford service team includes Managing Directors, Oxford Investment Fellows, Client Relationship Managers, 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.
Investment Policy Statement Development >
Oxford has substantial experience in developing defined benefit plan Investment Policy Statements (IPS).
