Exceeding Expectations through Continuity

At Oxford, we believe that thoughtful planning is essential to achieving successful outcomes. As a result, everything we do is part of a continuous, carefully constructed process. It begins with the relationships we’ve built for more than 35 years. We are passionate about maintaining strong bonds with our clients—who represent an extension of our Oxford family. Our unique ownership structure and commitment to remaining independent means that you work directly with partners of the firm and it ensures that the investment team you’ve entrusted your family’s wealth to will be here year after year, for generations to come.

The idea of continuity is also reflected in our day-to-day operations. Rather than assign a single advisor to a client relationship, you work with a tenured, multidisciplinary team that includes two Managing Directors—one with expertise in family office services and the other in investment solutions. I believe this structure benefits from the power of multiple perspectives and ultimately leads to better execution and advice.