Oxford Financial Group LTD
Oxford Financial Group, Ltd. is a leading independent multifamily office and registered investment adviser headquartered in Indianapolis, Indiana. Founded in 1981, the firm specializes in serving high-net-worth individuals, families, trusts, private businesses, and endowments. With approximately 154 employees, Oxford provides comprehensive wealth management, investment advisory, financial planning, and family office services. Known for its client-tailored solutions and fiduciary focus, Oxford is one of the largest independently owned RIA firms in the Midwest.
Investment Strategy
Oxford Financial Group, Ltd. offers highly customized investment and wealth management solutions, focusing on multi-generational asset allocation, portfolio diversification, and coordinated financial, tax, and estate planning. The firm designs unique investment portfolios using open architecture, sourcing from a broad universe of third-party asset managers and alternative investment options. Oxford emphasizes due diligence and ongoing monitoring of managers, with a focus on risk management, tax efficiency, and holistic planning that accounts for both marketable securities and private investments in client-family portfolios.
Top Holdings
Equity Positions (258)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 15.73% | $264.8M | 871,095 | $209.10 | $303.93 | +$42.9M |
I ISRG | INTUITIVE SURGICAL INC | 10.67% | $179.6M | 330,527 | $370.78 | $543.41 | +$84.8M |
I INFL | LISTED FDS TR | 10.03% | $168.8M | 4,002,592 | $35.52 | $42.17 | +$6.4M |
L LLY | ELI LILLY & CO | 7.12% | $119.9M | 153,782 | $367.19 | $779.53 | +$1.5M |
M MUB | ISHARES TR | 5.88% | $98.9M | 946,873 | $105.42 | $104.48 | -$2.1M |