MARCOS NOGUÉS, MBA, CFA
CHIEF INVESTMENT OFFICER & OXFORD INVESTMENT FELLOW

Accountability Keeps Us Focused on What’s Important

Being realistic about expected investment returns is more likely to help you reach your objectives. Still, investing can be an emotional process where judgment is easily clouded by greed and fear. Delivering on clients’ long-term wealth goals is our primary focus at Oxford. At the root of our approach is an emphasis on providing clarity to help achieve positive outcomes. One way we do this is by aligning investment allocations with specific current and long-term objectives.

We believe this client-centric process helps you more effectively focus on measuring progress towards your goals rather than focusing on where you stand following a market upswing or downturn. In short, it represents a more holistic approach to allocating your assets while meeting short, intermediate and long-term goals. The portfolio targets more specific measurable objectives allowing you to view investment performance based on progress relative to a specific outcome.

Oxford Financial Group Annual Report - 2019