At the root of our approach are attentive and highly focused professionals committed to understanding you, your family and your objectives. I take the time to really get to know my clients—it’s an integral piece of our process. We serve as your primary point of contact and have frequent, in-depth meetings to help us get to the heart of the matter, both financially and philanthropically.
I enjoy the entrepreneurial spirit here —our client-facing associates are also owners of the firm. As a result, we feel a personal sense of accountability for your success. We don’t receive commissions, 12b-1 fees or other financial incentives. Our fee is based only on the services we provide. It’s plain and simple—we succeed only if you succeed.
Maintaining our independence as an RIA enables us to identify innovative solutions that address the needs of high net worth clients. When it comes to accessing unique investment opportunities, size matters. Oxford is small enough to identify and partner with highly specialized money managers around the country, yet large enough to dictate the terms. Mega-sized investment firms and banks, on the other hand, are forced to develop internal products to meet the capacity needs of a large investor population. I believe that approach is wrought with proprietary conflicts. As a national firm with global scale, our size puts us in the ‘sweet spot’ to leverage compelling investment solutions.
For more than 35 years, we have been front and center with some of the wealthiest families in the country. We’ve experienced first-hand what has worked and what has not and apply this to our best practices. This historical knowledge is not something you can get anywhere—especially in today’s environment of mergers and acquisitions where consolidation often leads to loss of in-house expertise. As one of the nation’s largest RIAs, we are committed to remaining a wholly independent, privately held firm rooted in core Midwestern values. Over time, we’ve become a unique clearinghouse of highly successful, wealthy families merged with a team of high performing, intellectually curious professionals. At the end of the day, what has defined us over the past three decades will remain central to helping us serve you for generations to come.