The Oxford Strategic Portfolios

Although your particular situation will determine the specific investments or management approach used, years of academic and quantitative research on how to achieve efficient diversification, flexibility and liquidity for clients has led us to develop a set of model portfolios designed to fit the needs of most investors.

Our Index Combination Strategies™ offer a unique, patent-pending approach that combines a selected group of exchange traded funds and mutual funds1 to provide representation among both equity and fixed income asset classes in four investment categories, which are addressed through our Oxford Strategic Portfolios:
  • The Large-Cap Equity Index Combination Strategy, which combines growth and value in a diversified, large-cap equity portfolio,

  • The Small/Mid-Cap Equity Index Combination Strategy2, which provides exposure to small- and mid-cap markets while providing diversification across growth and value equities,

  • The International Equity Index Combination Strategy3, which allows for diversification across international equities with exposure to European, Asian and Australian markets, and

  • The Fixed Income Asset Class Combination Strategy, which provides diversification solely within fixed income markets and features exposure to short-term government, intermediate corporate and high-yield corporate bonds.
Discretionary asset management from Dennis Barba, combined with the support of The Oxford Group and the disciplined investment strategies of the Oxford Strategic Portfolios offer clients:
  • Asset allocation across multiple classes and sectors designed to reduce volatility while offering the opportunity for more consistent returns,
  • An individual asset allocation strategy based on your specific risk and return criteria,
  • Periodic rebalancing to ensure your portfolio remains properly allocated for your financial situation,
  • Incorporation of existing securities or additional asset managers to develop a unique, yet diversified portfolio, and
  • Regular portfolio reviews to ensure your investments remain aligned with your goals and risk tolerance.

1Mutual Funds are subject to market risk, including potential loss of principal invested. For more complete information about a particular fund, including all charges and expenses, please request a prospectus and read it carefully prior to purchase.

2Investing in small-cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor.

3International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility.

4High yeild bonds are not suitable for all investors. When appropriate,these bonds should comprimise a modest portion of your portfolio
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