Oxford Financial Group, Ltd.
Overview
Oxford Financial Group, Ltd. is a private investment firm specializing in managing assets for high-net-worth families and institutional clients. The firm offers a comprehensive range of services, including investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and approximately $30 billion in assets under advisement, Oxford Financial Group is recognized for its independence and commitment to serving clients' best interests. The firm's investment strategy encompasses a diverse array of asset classes, such as private equity, real estate, fixed income, hedge funds, and venture capital. Oxford Financial Group engages in investments across various stages, including growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This broad approach allows the firm to tailor its investment strategies to meet the unique needs and objectives of its clients. Oxford Financial Group's philosophy centers on providing unbiased, fee-only financial advice, ensuring that clients receive objective guidance without conflicts of interest. The firm's dedication to independence and private ownership enhances its ability to offer personalized and effective financial solutions, placing clients at the heart of its business operations.
Investment Focus
- High-net-worth individuals
- Institutional clients
- Accredited investors
Portfolio Companies
Reach Oxford Financial Group, Ltd. directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Oxford Financial Group, Ltd.
What sectors does Oxford Financial Group, Ltd. invest in?
Oxford Financial Group, Ltd. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Carmel, Indiana, United States. Oxford Financial Group, Ltd. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Oxford Financial Group, Ltd. invest at?
Oxford Financial Group, Ltd. backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Oxford Financial Group, Ltd. invest in?
Oxford Financial Group, Ltd. invests across United States.
Who are the partners at Oxford Financial Group, Ltd.?
Team members listed for Oxford Financial Group, Ltd. include Alexandra Neff (Chief Marketing Officer) and Sue McMillen (Vice President, Chief Talent Officer).
What companies has Oxford Financial Group, Ltd. invested in?
Oxford Financial Group, Ltd.'s portfolio includes Consumer Goods Co., Industrial Manufacturing Co., ABC Technologies, Telecom Innovations, XYZ Healthcare, Retail Ventures, Business Services Group and Financial Services Corp..
How do I contact Oxford Financial Group, Ltd.?
Oxford Financial Group, Ltd.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
