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Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
The due diligence process conducted on third-party managers emphasizes a thorough evaluation of the firm’s:
On-site visits are a necessary component of the evaluation process, helpful for assessing qualitative factors such as:
An appropriate alignment of interests is critical. We prefer management firms which are:
We often use a combination of both “active” and “passive” investment strategies for certain components of a portfolio’s asset allocation.
As an Oxford client, you work with a partner in our firm who is totally committed to your success. Each partner is supported by a team of professionals and an extensive in-house investment research department. We take pride in the diverse backgrounds of our professional team members, believing that in an increasingly complicated environment the most effective solutions are often multidisciplinary.