Your Oxford service team includes Managing Directors who are full-time investment advisors. They are supported by a “cell team” which includes a CFA who is a member of our Investment Management Group, the Oxford Investment Fellows, Client Relationship Managers who have responsibility to administer all implementation of your decisions, an Executive Assistant and a Meeting Planner. Your Managing Directors understand the complexities of institutional investing and the requirements of Investment Committees. They generally serve between 15 and 20 institutional clients each but enjoy the support of other client service specialists. Together, they provide service and expertise unmatched in the industry.
One additional benefit to our team is our flexibility. While our clients typically lay out their manager selection criteria, performance expectations, watch list parameters and other important data in an Investment Policy Statement (IPS), our customized approach allows us to accommodate your preferences without disrupting your preferred approach.
Oxford has more than 31 years of experience creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Your dedicated Oxford service team advises your Board as a co-fiduciary advisor.
Oxford serves many leading charitable organizations as a co-fiduciary advisor.
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.
Our investment approach focuses on three primary areas: investment menu design, investment manager selection and monitoring and total cost benchmarking.
Oxford has substantial experience in developing Investment Policy Statements (IPS).
View Part 2 of Oxford’s current Form ADV.
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