Investment Advisory Services

Employing research developed by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.

Oxford provides a wide array of investment advisory services to families and institutions alike. Our family clients span the range from individuals to multi-generational families. Our institutional clients include foundations, endowments and retirement plans.

Investment Philosophy >

Oxford’s investment philosophy is grounded on a conviction of the importance of a well-conceived Investment Policy Statement, appropriate diversification and a disciplined portfolio rebalancing program.

Manager Selection >

The due diligence process conducted on third-party managers emphasizes a thorough evaluation of the firm’s organization, investment philosophy and process, terms and conditions and historical performance.

Alternative Investment Strategies >

Oxford has a long history of investing in alternative investment strategies including Hedged Diversifiers, Private Equity and Real Assets.

Direct Private Equity >

Oxford’s direct private equity initiatives create a true partnership by investing on the same terms as our clients and exceptional management teams to invest in established, profitable companies.

Oxford Investment Fellows >

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

Professional Fees >

Oxford is truly a fee-only financial advisor—we do not sell products and we do not receive any commissions, 12b-1 fees, incentives or have any revenue-sharing arrangements with third parties.

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