Search
Search
Close this search box.
About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Carl S. Jackson, MBA, CFA
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
Professional Fees
Institutional Consulting Services
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee-Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
Institutional Consulting Services Locations
Palm Beach
Indianapolis
Minneapolis
Atlanta
Cincinnati
Grand Rapids
Chicago
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
Careers
Contact Us
Menu
About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Carl S. Jackson, MBA, CFA
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
Professional Fees
Institutional Consulting Services
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee-Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
Institutional Consulting Services Locations
Palm Beach
Indianapolis
Minneapolis
Atlanta
Cincinnati
Grand Rapids
Chicago
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
Careers
Contact Us
Secure client login
Search
Search
About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Carl S. Jackson, MBA, CFA
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
Professional Fees
Institutional Consulting Services
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee-Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
Institutional Consulting Services Locations
Palm Beach
Indianapolis
Minneapolis
Atlanta
Cincinnati
Grand Rapids
Chicago
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
Careers
Contact Us
About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Carl S. Jackson, MBA, CFA
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
Professional Fees
Institutional Consulting Services
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee-Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
Institutional Consulting Services Locations
Palm Beach
Indianapolis
Minneapolis
Atlanta
Cincinnati
Grand Rapids
Chicago
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
Careers
Contact Us
Home
/
Sitemap
Thoughtful, Insightful, Committed.
Sitemap
Home
Disclaimers
Secure Client Login
glossary
Home – Duplicate – [#18]
Leadership
Family Office Services
Investment Management Group
Managing Directors
Senior Leadership
Services
Institutional Consulting Services
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee-Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
Institutional Investment Consulting Services in Palm Beach
Institutional Consulting Services in Minneapolis
Institutional Investment Consulting Services in Chicago
Institutional Investment Consulting Services in Indianapolis
Institutional Investment Consulting Services in Grand Rapids
Institutional Investment Consulting Services in Cincinnati
Institutional Consulting Services in Atlanta
Investment Advisory Services
Investment Philosophy
Professional Fees
Oxford Investment Fellows
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
The Trust Company of Oxford™
Professional Fees
Other Fiduciary Roles
Trustee Services
Private Family Services
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
Family Office Services
Professional Fees
TOFF.HD
Swindon Transition Counsel
M25 Counsel
Family Office Fellows
Bespoke Generational Solutions
Research And Market Insights
News
e.Newsletters
e.Insight
e.Telegraph
Investment e.Perspective
White Papers
Videos
Contact Us
About
Annual Reports
Privacy and Security
No. 1 RIA
Mission Statement
The Oxford Advantage
Mayfair Capital Partners™
Speak with a Managing Director/Partner or our CEO