How does the advisor help clients – Key Takeaways:
As a leading financial management firm, Oxford Asset Management has built a reputation for providing expert advice and guidance to its clients. With a vast range of financial services and a team of experienced advisors, the firm is dedicated to helping individuals and businesses achieve their financial goals.
Facts and Insights
Oxford Asset Management has been in the financial industry for over 20 years, providing top-notch services to its clients. With a team of over 50 advisors and billions of dollars in assets under management, the firm has a proven track record of success and a deep understanding of the financial markets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 20+ years |
Financial Services Offered
Oxford Asset Management offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides personalized financial planning and consulting services to help clients achieve their long-term financial goals.
Client Types
The firm serves a diverse client base including high-net-worth individuals, small business owners, and institutional investors. Oxford Asset Management understands that each client has unique financial needs and goals, and works closely with them to develop customized solutions to meet their specific requirements.
Fees & Compensation
Oxford Asset Management operates on a fee-based model, which means the firm is compensated through a percentage of the client’s assets under management. This aligns the firm’s interests with its clients’ interests and ensures the firm is working towards maximizing their returns. The firm is transparent about its fee structure and provides a clear breakdown of all charges to its clients.
Background
Oxford Asset Management was founded in 1999 by a team of experienced financial advisors with a mission to provide superior financial guidance to its clients. With a client-centric approach and a commitment to excellence, the firm has grown into a reputable financial management firm with a strong presence in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Oxford Asset Management is required by law to disclose any potential conflicts of interest that may arise in its client relationships. The firm takes its fiduciary duty seriously and strives to maintain full transparency with its clients.