About Us — Global Reach, Local Focus
Oxford is expansive enough to offer a complete range of services and access to global investment management opportunities, as well as world-class investment research. Our size also affords us extraordinary access to top-tier money managers in areas such as private equity, real estate and hedge funds, as well as the traditional asset classes.
At the same time, Oxford remains committed to being privately held and to offer highly customized, independent advice to our clients, many of whom have been with us for several generations.
Oxford Financial Group, Ltd.™, is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of almost $16 billion in assets (which includes assets under management) for over 500 families and institutions in 36 states. An independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 30 years, it has special expertise in alternative investments with emphasis on hedge funds and private equity.
With offices in Indianapolis, Chicago, Cincinnati, Grand Rapids and Minneapolis, Oxford specializes in serving clients with net worths above $5 million. Oxford also provides trust and custody services to its clients through The Trust Company of Oxford™. Oxford was ranked #1 in AdvisorOne’s 2011 Top Wealth Manager Ranking, and Bloomberg Markets Magazine named the firm #3 in its Top Firms by Asset Growth. For additional information, call 800.722.2289.
The map below illustrates where our clients are located throughout the United States.
