Institutional Consulting Services

Experience Drives Results

Since our founding in 1981, Oxford has earned a reputation as a leading family office. But, our recognition as one of the nation’s premier RIAs can also be attributed to our success advising institutions. More than two decades ago, family office clients who served on a foundation board or oversaw their company’s 401(k) or defined benefit plan increasingly requested our advice. Championing the same values and critical thinking we apply to our family office clients, institutional investing evolved into a core business focus. Today, our institutional clients include pension plans, 401(k)s, endowments and foundations. Retirement plans in particular represent a significant focus for Oxford. Our corporate executive clients are committed to designing solutions that put their plan participants on the path to a rewarding retirement. We ensure our partners receive expert investment counsel and proper governance to drive successful outcomes. Whether investing a hospital client’s capital reserve account, the assets of a foundation or a company’s retirement plan, our clients share a common objective—to maximize investment returns within a prudent level of risk. Working collaboratively, we deliver insightful guidance and personalized support to create a plan that reflects their institutions goals and high probability of achieving their objectives. And because Oxford is held to a fiduciary standard, our clients have the peace of mind that every investment recommendation is made in their organization’s best interest. We recognize that boards, finance committees and senior executives are under growing pressure to make sound financial decisions on behalf of their organization. Maintaining two-way dialogue offers insight into our clients’ strategic goals and helps us construct a plan to achieve desired outcomes. Consider the case of a hospital system looking to invest their reserves and foundation assets more aggressively while also lowering investment program costs. Leveraging our experience managing comprehensive investment programs for institutions, we provide the guidance needed to strategically invest those assets to generate the capital needed to fund improvements in patient care. From the very beginning, we have remained focused on delivering meaningful advice and a commitment to sit on the “same side of the table” as the clients we serve. When it comes to investing, we believe there’s no single solution, but rather a spectrum of possibilities. Working alongside each client, we seek to build a consensus around managing all possible outcomes. Oxford’s business model allows clients to work directly with owners of the firm, supporting our promise of providing in-depth, objective advice. When you partner with us you have access to a team of individuals with decades of collective experience. Oxford’s unique culture fosters an environment where professionals share a single passion—to help clients achieve successful outcomes through independent, unbiased, client-centric advice. This deep knowledge is why families and institutions have entrusted us with their assets for nearly four decades. Institutional clients choose Oxford because they recognize the value we bring to their organization. Consider the CFO of a hospital who appreciates our continuity and commitment to remain a wholly independent investment advisor. Or, the lead fundraiser of a foundation who welcomes access to our well-resourced investment platform and preferred pricing. The foundations, endowments and other clients we serve benefit from the unwavering support of an experienced investment partner committed to delivering results. Over the years, we’ve provided institutions with insightful guidance and customized support—creating a foundation that has nurtured long-term relationships for the clients we serve.

Bespoke Solutions

Institutional Consulting Services

Experience Drives Results

Since our founding in 1981, Oxford has earned a reputation as a leading family office. But, our recognition as one of the nation’s premier RIAs can also be attributed to our success advising institutions. More than two decades ago, family office clients who served on a foundation board or oversaw their company’s 401(k) or defined benefit plan increasingly requested our advice. Championing the same values and critical thinking we apply to our family office clients, institutional investing evolved into a core business focus.

Today, our institutional clients include pension plans, 401(k)s, endowments and foundations. Retirement plans in particular represent a significant focus for Oxford. Our corporate executive clients are committed to designing solutions that put their plan participants on the path to a rewarding retirement. We ensure our partners receive expert investment counsel and proper governance to drive successful outcomes.

Whether investing a hospital client’s capital reserve account, the assets of a foundation or a company’s retirement plan, our clients share a common objective—to maximize investment returns within a prudent level of risk. Working collaboratively, we deliver insightful guidance and personalized support to create a plan that reflects their institutions goals and high probability of achieving their objectives. And because Oxford is held to a fiduciary standard, our clients have the peace of mind that every investment recommendation is made in their organization’s best interest.

We recognize that boards, finance committees and senior executives are under growing pressure to make sound financial decisions on behalf of their organization. Maintaining two-way dialogue offers insight into our clients’ strategic goals and helps us construct a plan to achieve desired outcomes. Consider the case of a hospital system looking to invest their reserves and foundation assets more aggressively while also lowering investment program costs. Leveraging our experience managing comprehensive investment programs for institutions, we provide the guidance needed to strategically invest those assets to generate the capital needed to fund improvements in patient care.

From the very beginning, we have remained focused on delivering meaningful advice and a commitment to sit on the “same side of the table” as the clients we serve. When it comes to investing, we believe there’s no single solution, but rather a spectrum of possibilities. Working alongside each client, we seek to build a consensus around managing all possible outcomes.

Oxford’s business model allows clients to work directly with owners of the firm, supporting our promise of providing in-depth, objective advice. When you partner with us you have access to a team of individuals with decades of collective experience. Oxford’s unique culture fosters an environment where professionals share a single passion—to help clients achieve successful outcomes through independent, unbiased, client-centric advice. This deep knowledge is why families and institutions have entrusted us with their assets for nearly four decades.

Institutional clients choose Oxford because they recognize the value we bring to their organization. Consider the CFO of a hospital who appreciates our continuity and commitment to remain a wholly independent investment advisor. Or, the lead fundraiser of a foundation who welcomes access to our well-resourced investment platform and preferred pricing. The foundations, endowments and other clients we serve benefit from the unwavering support of an experienced investment partner committed to delivering results. Over the years, we’ve provided institutions with insightful guidance and customized support—creating a foundation that has nurtured long-term relationships for the clients we serve.