Oxford Financial Group, Ltd.
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Industrial
- Business Services
- Transportation
- Consumer Services
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1982
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.
Requirements
- High-net-worth individuals
- Institutional clients
- Accredited investors
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- ABC Technologies
- XYZ Healthcare
- Global Real Estate Partners
- Innovative Energy Solutions
- NextGen Ventures
- Prime Retail Group
- Metro Transportation Services
- GreenTech Industries
- Urban Development Corp
- Digital Media Holdings
- Telecom Innovations
- Consumer Goods Co.
- Advanced Materials Inc.
- Business Services Group
- Healthcare Innovations
- Financial Services Corp.
- Energy Infrastructure Ltd.
- Industrial Manufacturing Co.
- Retail Ventures
- Tech Solutions Ltd.
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