Investment Services

Investment Services of Oxford strives to provide comprehensive investment consulting, with the goal of adding value to your investment efforts and maximizing results.

Our Open Architecture approach allows us to provide independent and objective service. Unlike money managers and some brokerage firms, we do not “manage” assets. Instead, we independently evaluate a portfolio of managers and advise you based on your individual financial needs and goals. Because we do not “manage” the assets, we do not receive commissions, finder’s fees or 12(b)-1 fees.

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Investment Services of Oxford

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  • Family Office Services
  • Investment Services
  • Trust Company
  • Alternative Investments