Investment Philosophy

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.