The Oxford Way

Institutional Consulting Services

Though Oxford considers all clients to be like family, sometimes that family can be much larger than your average household.

With offerings in Institutional Consulting Services, we bring the same level of care, customization and hands-on effort to corporate and charitable organizations as we do to individuals. Our clients include hospitals, foundations, retirement plan sponsors and other institutional entities — organizations responsible for potentially thousands of individual livelihoods and seeking the level of caring connectivity that Oxford delivers to all clients.

Through our Institutional Consulting Services, we deliver insights and customized strategies for reserve accounts, foundations, pension funds and participant-directed plans, guiding the committee-directed portfolios of complex investment accounts. It’s a natural extension of our role as a fiduciary and trustee to individuals. Institutions, it turns out, also benefit from Oxford’s combination of sophisticated investment advisory services, fiduciary responsibility and commitment to minimizing costs and maximizing investment efficiency, all while keeping each client’s interests at the forefront.

We first launched our Institutional Consulting Services more than two decades ago in response to growing demand from our entrepreneurially-focused family clients. Those individual efforts to help existing clients with endowments or retirement plans turned into a steady stream of referrals and the formation of a dedicated practice area to keep up with demand. Today, this institutional activity has turned Oxford into the premiere plan sponsor advisor in the state of Indiana.

This size offers Oxford the opportunity to participate in the same types of, in our view, best-in-class investment opportunities that are often reserved for big banks and brokerage firms. But at our core we retain a small-firm culture, where every client matters and each individual client or institution works directly with an owner/partner of Oxford.

Our key differentiator is our fee-only fiduciary model. This approach puts our clients’ interests first, with a standard to always deliver the best possible solution for each unique situation free of conflicts of interest, since we don’t earn commissions or take revenue-sharing incentives from individual funds.