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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.

Our family and institutional clients work directly with Partners of Oxford for a unique and highly personal outcome-based experience.

We work with you to:

  • Develop a clear understanding of your needs, goals and risk tolerance.
  • Design a strategic asset allocation that is outcome-based, intuitive and aligns with your objectives.
  • Utilize a range of innovative investment strategies, including Aspirational Solutions and Diversifier Strategies to most effectively allocate wealth and risk.
  • Revisit this plan as your needs and objectives change and our best thinking on markets evolve.

Our rigorous portfolio construction process is based on insightful analysis and seeks to be resilient across a broad range of economic and financial market outcomes. Several factors distinguish our investment program from many others in the industry.

  • We are a fee-only investment advisor serving as a fiduciary to our clients.
  • You work with a deep and experienced investment research team staffed by CFA® charterholders and strategy experts focused full time on investment research.
  • We provide qualified clients with access to private placement opportunities not available at smaller firms, and too unique to be offered at large banks and broker dealers.
  • We focus on a holistic approach that integrates investment and financial planning advice to provide you with a comprehensive approach to achieving your wealth goals.
  • We utilize our extensive experience with tax regulation to develop tax efficient portfolios.

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.