360 Degree Access

An extension of our client-centric focus revolves around ensuring we meet your financial needs—both in person and online. Providing you with 24/7 secure access to personal financial information makes it easier to stay on top of your finances when you are busy or traveling. The Oxford Eye is a secure, cloud-based portal that can be accessed from your mobile device and any web browser.

Early last year, we launched phase one of the client portal. It offers a holistic view of the investments we manage on your behalf, regardless of where assets are held in custody. Currently, you can log-in to access:

• Investment and private market holdings
• Security, asset class and aggregate performance
• Withdrawals, transactions and asset allocation details
• Your service team contact information

Over the coming year, additional capabilities will be added to the Oxford Eye Portal.

Phase 2: Scheduled for early 2019
A secure document vault will be added to the portal allowing you to safely store and share important documents with other members of your financial team using a unique log-in.