Day in and day out we work tirelessly to identify compelling ways to grow your assets. Our Oxford Investment Fellows scour the far corners of the market to find attractive investment opportunities. As we continue to enhance our capabilities in Niche Growth Strategies and Aspirational Solutions, we recognize that the quality of our people is integral to our success. We have assembled a team of veteran professionals that understand how to uncover untapped opportunities in even the most complex markets. I believe this depth of knowledge, in combination with our nimble size, provides us with a core advantage over large firms and smaller RIAs.

Unlike a large firm where clients don’t typically interact with the investment decision makers, Oxford provides you with direct access to the idea generators. In fact, when appropriate, we like to include a member of the investment research team, the Oxford Investment Fellows, at client meetings. It’s all about putting you and your financial goals first.

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

Oxford Financial Group Annual Report - 2019