Endowments and Foundations

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

Oxford has served as a fee-only investment consultant to endowments and foundations for more than 35 years. 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.

As part of our Institutional Consulting Services practice, we deliver insights and customized strategies for charitable organizations, guiding the committee-directed portfolios of complex investment accounts. It is a natural extension of our role as a fiduciary and trustee to individuals. Institutions also benefit from Oxford’s combination of sophisticated investment advisory services, fiduciary responsibility and commitment to minimizing costs and maximizing investment efficiency, all while keeping each client’s interests at the forefront.

We first launched Institutional Consulting Services decades ago in response to growing demand from our entrepreneurially-focused family clients. Those individual efforts to help existing clients with endowments and foundation relationships turned into a steady stream of referrals and the formation of a dedicated practice area to keep up with demand. At our core, we retain a small-firm culture where every client matters, and each individual client or institution works directly with an owner/partner of Oxford. However, our size offers Oxford the opportunity to participate in the same types of “best-in-class” opportunities that are often reserved for much larger organizations.

Our key differentiator is our fee-only fiduciary model. We do not earn commissions or take revenue-sharing incentives from individual funds. This approach puts our endowment and foundation clients’ interests first, with a standard to always deliver the best possible solution for each unique situation free of conflicts of interest. That approach has been a great fit for a wide range of charitable organizations who value Oxford’s objective, client-centric approach.

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

Oxford has more than 31 years of experience 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 Investment Policy Statements (IPS).