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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 the top investment managers.

Oxford’s manager selection process is highly focused on deep analysis and in-person research. This focused due diligence process allows us to develop a view of what we consider the key factors of any potential manager:

  • Differentiation: We look for firms that not only have highly experienced professionals with demonstrated expertise in their discipline, but also employ a strategy that differentiates themselves from their competition.
  • Repeatability: We focus on firms with a clear and consistent process that’s repeatable, with a strong track record of success.
  • Specialization: We seek to partner with managers who are sector or strategy specialists, giving them an edge over generalist competitors.
  • Alignment: We seek experienced managers at smaller firms with competitive fee structures in order to have a strong alignment of interests, competitive fees and a liquidity structure consistent with the investment strategy.

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