With The Oxford Group you have a choice. We are your personal Advisors, offering a fee-based, discretionary asset management arrangement that allows us to place your needs first and have the greatest impact on the performance of your investment strategy.

Together we'll decide whether investing through one of our proprietary Oxford Strategic Portfolios, using the services of an outside asset manager through our partner Ramond James Consulting Services (RJCS), or combining more than one service is right for you.

No matter the path we select, you can be assured of appropriate asset allocation and attention to your personal objectives.

In today’s complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions.

For investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios, The Oxford Group of Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development can help you navigate in a constantly-changing environment.

Look to us for asset management services that are

    •  Customized to meet the needs of you and        your family

    •  Fee-based so advisor have a vested interest        in their clients success

    •  Strategic to reflect the dynamic nature of the        market - and your life

There is no assurance that any investment program will result in success. Investing involves risk and investors may incur a profit or a loss. Separately Managed Accounts (SMAs) may not be appropriate for all investors. SMA minimums are typically $100,000 and greater, thus SMAs may be more appropriate for affluent investors with $300,000 or more to invest. While diversification may be achieved within an individual SMA, due to holdings typically numbering between 20 and 70 securities, it is recommended that clients utilize multiple SMAs with varied investment disciplines (growth, value, large-cap, mid-cap, etc.) to achieve greater diversification. It is important to review investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. In making an investment decision an individual should utilize other information sources and the advice of their financial advisor.
Diversification does not ensure a profit or guarantee against a loss.
Raymond James & Associates, Inc. member New York Stock Exchange /SIPC.