Investment Advisory Services

The lynchpin of Oxford’s investment advisory services is the compelling investment opportunities we provide to our qualified clients.

Our families and institutions work directly with Partners of Oxford Financial Group, Ltd. and have a special relationship with the senior investment leadership of the firm. This facilitates a unique and highly personal experience that is outcome-based, intuitive and is a highly effective way to allocate wealth and risk.

Oxford’s size affords our qualified families opportunities to invest in unique and innovative private market investments within our Aspirational strategy. Oxford’s specialized Diversifier Strategies seek to enhance results while providing valuable diversification benefits.

We see ourselves as stewards of your portfolio. Our only goal is to maximize your portfolio’s performance for the benefit of your family legacy, philanthropic goals or institution.

Investment Philosophy

In the pursuit of achieving your wealth objectives, we are committed to managing portfolio risks, avoiding conflicts of interest and pursuing innovative private market strategies.

Manager Selection

Oxford’s dedicated investment team reviews hundreds of opportunities annually and employs a best-in-class due diligence process, combining a breadth of sourcing with extensive research to help ensure we partner with top investment managers.

Private Market Solutions

Oxford has a decades-long commitment and proven track record of investing in Diversifiers and Aspirational Private Market Solutions such as growth equity, buyouts, secondaries, niche credit, real estate and real assets.

Mayfair Capital Partners™

Mayfair Capital Partners (MCP) makes direct private equity investments on behalf of its underlying LP base, Oxford Financial Group, Ltd. and its clients.

Oxford Investment Fellows®

As a client of Oxford you work with two Managing Directors supported by our highly experienced and credentialed investment team, the Oxford Investment Fellows.

Professional Fees

Oxford is a true fee-only financial advisor and has been for over 43 years.