Cincinnati offers a unique blend of opportunities and challenges for organizations managing institutional portfolios. With its vibrant non-profit sector and rich history of commerce, institutions require tailored solutions to address their specific financial needs. Oxford Financial Group, Ltd. delivers customized institutional consulting services that leverage the city’s economic strengths while addressing its distinct challenges.
Our services include developing personalized investment strategies, providing governance and compliance support, and implementing comprehensive risk management frameworks. By collaborating closely with your organization, we ensure your financial objectives are met with precision and care, advancing your mission while preserving your legacy.
At Oxford Financial Group, Ltd., we are committed to helping Cincinnati organizations thrive. For more information, call 800.722.2289, submit a request for information, or schedule a consultation with one of our experienced institutional investment advisors.
Insight-Driven Financial Solutions for Forward-Thinking Organizations
We believe trust and communication form the foundation of successful partnerships. We recognize that every institution is unique, with distinct challenges and goals. Our institutional investment advisors take the time to thoroughly understand your organization’s aspirations, financial structure, and operational priorities. This deep engagement allows us to craft personalized solutions tailored to your mission and long-term objectives.
Your dedicated service team includes Managing Directors, Oxford Investment Fellows®, Client Relationship Managers, and experienced support staff, all working in close collaboration to deliver exceptional results. Each member brings specialized expertise, ensuring your organization benefits from a multi-faceted approach to financial management. From developing tailored investment strategies to managing risk and compliance, we work together to execute plans that align with your goals.
Effective risk management goes beyond reacting to market changes; it requires anticipating potential challenges and addressing them proactively. At Oxford Financial Group, Ltd., we evaluate various risk factors, including market fluctuations, regulatory shifts, and institutional-specific vulnerabilities. Our advanced tools and strategies are designed to identify and mitigate potential risks, ensuring your portfolio remains resilient in diverse economic conditions.
As a fee-only advisory firm, we are fully committed to objectivity in every aspect of our service. Our recommendations are guided solely by your organization’s best interests, free from the influence of third-party incentives or product sales. This independence allows us to provide advice rooted in integrity and aligned with your unique financial goals. We emphasize transparency throughout decision-making, ensuring you have the clarity and confidence to navigate complex financial challenges.
Ensuring Financial Health With Strategic Financial Management
We specialize in designing and managing participant-directed retirement plans, including 401(k) and 403(b) options. These retirement plan management solutions are crafted to ensure compliance with regulatory standards while boosting employee engagement and delivering measurable long-term performance. Our approach focuses on creating retirement plans that empower employees to achieve financial stability, helping them build confidence in their financial futures.
Managing pension plans involves balancing complex regulatory requirements, long-term solvency, and the evolving needs of participants. Our team guides pension plan committees through every stage of the process, including asset allocation, performance monitoring, and compliance adherence. We provide in-depth analysis and tailored policies designed to address current challenges while maintaining focus on long-term stability.
Endowments and foundations require highly specialized strategies to preserve and grow assets effectively while advancing their charitable missions. At Oxford Financial Group, Ltd., we offer tailored foundation and endowment consulting solutions designed to meet the unique needs of non-profit organizations. Our team understands the importance of aligning financial strategies with the values and goals of your organization.
A strong Investment Policy Statement (IPS) is essential for guiding effective financial decision-making. At Oxford Financial Group, Ltd., we collaborate with your institution to develop IPS guidelines that reflect your organization’s objectives, risk tolerance, and compliance requirements. Our process ensures that your IPS serves as a clear and actionable roadmap, providing the structure to navigate market complexities and maintain alignment with your strategic goals.
Transforming Financial Visions Into Tangible Outcomes
As one of the largest independent Registered Investment Advisors (RIA) in the nation, Oxford Financial Group, Ltd. offers comprehensive guidance tailored to the complex needs of institutional clients. With oversight of over $30 billion in assets under advisement*, we deliver sophisticated strategies that address our clients’ immediate and long-term objectives.
*As of 12.31.2022
Innovation is critical to success in a constantly changing financial landscape. At Oxford Financial Group, Ltd., we stay ahead of the curve by leveraging cutting-edge tools and forward-thinking strategies. This proactive approach allows us to create customized solutions that address your institution’s evolving needs. From exploring emerging investment opportunities to refining risk management practices, we ensure your financial strategy remains dynamic and resilient.
Effective financial management requires a balance of time-tested expertise and innovative thinking. Our team utilizes advanced analytics and proven methods to create strategies that align with your objectives while optimizing portfolio performance. By focusing on risk and reward, we help position your organization for sustained success in an ever-changing market environment.
With over four decades of experience, we have built a reputation for delivering consistent, reliable results. Institutions across diverse industries trust us to provide actionable insights and effective solutions. Our commitment to excellence ensures your organization achieves long-term financial stability, allowing you to focus on advancing your mission with confidence.
Operating as an independent, fee-only firm, we aim to address conflicts of interest to provide transparent and unbiased recommendations. Our independence ensures that every decision is made solely with your organization’s best interests in mind. This approach fosters trust and aligns our advice with your long-term financial goals.
Our advisors prioritize building meaningful, long-term relationships with our clients. We work directly with your organization to deliver tailored solutions, ongoing support, and proactive communication. Our emphasis on trust and collaboration ensures your institution receives personalized service that adapts to your changing needs and drives meaningful outcomes.
Institutional consulting services are specialized advisory solutions designed to meet the unique needs of organizations managing significant financial assets. These services include investment management, strategic planning, risk assessment, and governance support, ensuring long-term stability and success.
At Oxford Financial Group, Ltd., we partner with various institutions, including educational organizations, healthcare providers, public and private foundations, corporate retirement plans, and non-profits. Our expertise in foundation and endowment consulting, as well as other specialized areas, allows us to craft strategies tailored to each client’s objectives and regulatory requirements.
Our approach to managing 401(k) and 403(b) plans includes a comprehensive evaluation of the plan’s structure, investment options, and performance metrics. We collaborate closely with plan sponsors to enhance investment offerings and improve participant outcomes. By focusing on compliance, engagement, and long-term results, we help ensure these plans meet the needs of employees and institutions alike.
Your service team at Oxford Financial Group, Ltd. comprises Managing Directors, Oxford Investment Fellows®, a Client Relationship Manager, an Executive Assistant, and a Meeting Planner. This team works collaboratively to provide personalized support, ensuring that every facet of your institution’s financial strategy is managed with precision. Our flexibility allows us to align our approach with your preferences, adapting to your goals without disrupting your established processes.
Call 513.246.0800 or submit an online inquiry to discuss your institution’s needs. We will work with you to develop tailored solutions that align with your objectives and ensure your financial goals are met.
221 East Fourth Street, Suite 2305, Cincinnati, Ohio 45202
Call us now at 513.246.0800 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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