PRIVATE EQUITY AND DIVERSIFIER STRATEGIES

More than 20 years ago, Oxford recognized the potential of nontraditional investment approaches to enhance client outcomes. As a result of that vision, today Oxford boasts one of the most robust Private Equity and Diversifier platforms in the wealth management industry. With nearly $31.53 billion in assets under advisement* (which includes assets under management), we are able to offer our qualified clients the ability to access sophisticated and difficult to access strategies that are not available to the common investor. In today’s uncertain economic environment, it is particularly beneficial to investment outcomes to include Private Equity and Diversifier Strategies, which present opportunities that traditional investments do not.

*As of 12.31.21

“Private Equity and Diversifier Strategies can present opportunities that traditional investments do not.”

OXFORD’S EXECUTIVE ASSISTANTS AND MEETING PLANNERS

At Oxford, our skilled Executive Assistants and Meeting Planners are a key component of the concierge-style level of service we provide our clients. So although your Oxford team is led by a dedicated group of CPAs, MBAs and highly-experienced financial professionals, they’re joined by talented Executive Assistants and Meeting Planners who are adept at handling the behind-the-scenes details ensuring the Oxford Experience you have come to expect.

OXFORD’S CLIENT SERVICE TEAM

Oxford’s Client Service Team is a dedicated group of professionals that ensure the mechanics of your financial picture remain finely tuned. The team is made up of individuals who are dedicated to working in conjunction with Managing Directors to execute estate and investment plans. Our Relationship Managers collaborate with our internal teams and with external advisors to implement everything from our clients’ day-to-day requests to long-term financial goals. Operationally, our Client Service Associates coordinate the behind-the-scenes account setup with our custodians and provide critical support and expertise to you and your Managing Director, and do so with an unparalleled combination of service, knowledge and capabilities tailored to your specific needs.

OWNERS WORKING WITH OWNERS

Oxford was founded in 1981 by an entrepreneur who saw an industry rife with conflicts of interest and hidden fees and believed there was a better way. Over 42 years later, Oxford is one of the largest independently-owned RIA firms in the country, with a fee-only, fiduciary model that puts client’s needs first. That is why Oxford so intimately understands the ethos of the business owner, and why so many business owners turn to Oxford when they are ready to sell or transition their business. Our deep understanding and experience around the transition process helps to ease stress and ensure a smooth and successful transition.

OXFORD OPENS NEW OFFICES IN ATLANTA AND PALM BEACH

We are happy to share that we’ve established brick-and-mortar offices in Atlanta, Georgia, and Palm Beach, Florida; regions where we already have served our clients and friends of the firm for decades. This brings our physical offices to seven and enhances our ability to serve our families even more effectively throughout the 35 states* in which we have existing clients. Atlanta is a business epicenter for the entire Southeast with connectivity and influence in a region that includes seven states and boasts an international reach. Palm Beach enjoys a concentration of business owners and legacy family wealth that have long been serviced by Oxford. For these reasons and more we are excited to add physical offices and a team of colleagues in these two locations. Though there may be a little bit more sunshine than at our five Midwest offices, the level of sophistication and expertise that our clients have come to expect when they visit any Oxford office will remain the same.

*As of 8.1.2022

“Though there may be a little bit more sunshine than at our five Midwest offices, the level of sophistication and expertise that our clients have come to expect when they visit any Oxford office will remain the same.”

BESPOKE GENERATIONAL SOLUTIONS^SM

Bespoke Generational Solutions brings unparalleled expertise and innovation to our clients’ unique planning needs. As each family generation evolves through time, our family office combines the most sophisticated analysis and strategies with the utmost in personal service and sincere communication between our family and yours. TOFF.HD℠ is one extension of Bespoke Generational Solutions, designed to modernize and create order in a family’s suite of trusts, as well as enhance understanding for future beneficiaries.

THE IMPORTANCE OF TECHNOLOGY

With so many of our clients reliant on Oxford to provide new and innovative investment solutions while maintaining some of their legacy positions, it’s essential that their financial data is governed in a manner that is comprehensive, transparent and accessible. That is why in 2022, we further strengthened our commitment to Oxford’s M25 Counsel℠. M25 Counsel reflects each client’s legacy in a holistic way through an aggregated and dynamic snapshot of their holdings, return and net worth—regardless of where the funds are held. To enhance this service, we recently created a more robust Aspirational Holdings Report to provide our clients a deeper level of insight and understanding of their private markets portfolio.