Institutional Consulting Services

Working Together To Deliver Insightful Guidance

Oxford’s reputation is deeply rooted in our commitment to delivering highly customized support—earning us the respect of countless institutional clients. Oxford’s only objective is to serve you. As an independent, wholly-owned firm, Oxford has no proprietary products or revenue sharing arrangements with banks, investment managers, broker-dealers or administrative providers, allowing us to deliver client-centric, unbiased advice.

Another key reason our institutional clients partner with us is because of our objectivity and broad reach. Our size allows us to access some of the industry’s leading money managers—negotiating lower fees on their behalf.

Finding compelling investments in an environment marked by unknowns can be daunting, but periods of uncertainty often present opportunities. Just as growing conditions impact wine quality, the prevailing market climate can directly affect private equity performance. Allocating across different entry point years or vintage years using highly experienced managers, an approach referred to as “vintage year diversification,” can be a critical diversification strategy. Periods of volatility like we witnessed in March 2020 can yield a favorable crop in private equity performance. Over the past year, we’ve demonstrated the value of adhering to a disciplined approach and taking thoughtful risks even when the markets appear uncertain.

Oxford’s Institutional Consulting practice includes:

  • 401(k), 403(b) and participant-directed retirement plans
  • Committee-directed pension plans
  • Endowments and foundations
  • Co-fiduciary and fee-only business model
  • Retirement plan expertise

This year brought many unique challenges to our institutional clients, and we were thankful to be there to help them navigate through these challenges. For example, one of our clients, a major hospital, faced unique cash flow needs because of the pandemic. Because we had a long history of helping this client manage their reserve accounts and cash flow needs, we were able to help them maintain a strong financial foundation so when challenges like COVID-19 came, they could focus on their critical mission of caring for the community.

Oxford has been through many challenges in our nearly 40-year history and come out strong. We are always looking for opportunities to apply the lessons we have learned to help our clients meet their goals, regardless of the circumstances.

“I like things to happen, and if they don’t happen I like to make them happen.”
~Winston Churchill

2021 © Oxford Financial Group, Ltd.™ All Rights Reserved.
Oxford Financial Group, Ltd. is an investment advisor registered with the U.S Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Oxford Financial Group, Ltd.'s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
The opinions expressed are those of Oxford Financial Group, Ltd. The opinions referenced are as of the date of the publication and are subject to change due to changes in the market or economic conditions that may not necessarily come to pass.