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Letter from Oxford’s CEO & Managing Director,
Jeffrey H. Thomasson
When I incorporated Oxford over twenty-five years ago, my vision was to create an entity that was bigger than its Shareholders; to nurture an organization to make it bigger, stronger and more thoughtful for an indefinite period of time, and to allow for a collection of smart colleagues to enhance the ongoing value of the firm and to continue for many, many years to come.
Today, Oxford is an organization that is committed to the communities and constituents in which it serves and one that has pride in its private ownership, independence, objectivity and thoughtful counsel for families and institutions that trust their net worth to Oxford’s organization. Indefinitely.
My desire is for Oxford to remain privately held and independent for generations two, three, four, and beyond. It has never been my plan to exit, nor is it my plan to have the firm be sold or merged. My desire is to keep perpetual focus on Oxford's great legacy of independence for generations -- for both our clients and our colleagues. This commitment is unwavering. My goal is that this commitment will afford the firm the opportunity to grow and allow each generation to benefit from the growth in which they have contributed without the fear that this company will be sold out ‘from under them.’
I hope this message provides clarity about the importance of providing a legacy for our clients and reaffirms our desire to serve in a manner that does not have bias or potential conflicts of interest.
Sincerely,
Jeffrey H. Thomasson, CFP®
CEO & Managing Director