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Oxford Financial Corporation
Oxford Financial Corporation is an SEC-registered investment adviser in Carmel, IN, established in 1984. The firm manages $23.3 billion in assets, $11.5...
Overview
Oxford Financial Corporation is an SEC-registered investment adviser in Carmel, IN, established in 1984. The firm manages $23.3 billion in assets, $11.5 billion on a discretionary basis. It employs 156 staff and has 36 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1981
Location
Region
North America
Country
United States
City
Carmel
Corporate office
Santa Clara, CA, United States
Additional offices
Addison, TX, United States
Principals
Jeffrey S. Maurer
Chairman & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Oxford Financial Corporation?
Chairman and CEO Jeffrey S. Maurer leads the firm. The investment committee oversees portfolio allocations, supported by a professional advisory team. Client portfolios are tailored individually.
Is Oxford Financial Corporation a single family office?
No. Oxford is a multi-family office functioning as a registered investment advisor. It serves over 400 unrelated wealthy families, not a single dynasty.
What asset classes does Oxford typically use?
Oxford allocates across equities, fixed income, private investments, real assets, and cash. Client portfolios are customized based on each family's risk tolerance and goals.
Does Oxford conduct direct private investments or use external fund managers?
Oxford uses both. It invests client assets via external fund managers and also offers direct private investment opportunities, including in private equity and real estate vehicles.
Where does the wealth managed by Oxford originate?
Wealth sources vary by client. Oxford does not publicly disclose origin, but typical clients are business owners, executives, and entrepreneurs across technology, healthcare, and other sectors.
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