Capital Preservation and Long-Term Performance

Oxford provides professional money management for individuals and institutions, focusing on capital preservation and long-term performance. 

Oxford has provided separate account management on some of the nation's largest affiliate or SMA platforms of investment firms including Wachovia, UBS, and Morgan Stanley Smith Barney.

Oxford's prudent principles and attention to detail has helped its core portfolio maintain an outstanding 7-year performance record.

How does Oxford manage money? We analyze leading market indicators to identify market cycle location and adjust our various allocations accordingly. We combine that broad market analysis with a comprehensive evaluation of individual holdings to build a balanced portfolio designed to provide outstanding returns in a strong market while attempting to minimize downside risk in a bear market. We seek to enahnce performance by looking for inefficiencies in the market and exploiting the inefficiencies by reacting quickly and methodically.


In selecting securities for the portfolio we look at several key factors: return opportunity and risk mitigation, position in the market cycle, geography, sector weighting, fundamentals, pairing relationships. We pare positions from the portfolio when we achieve target prices, note a deterioration in fundamentals or see a need to rebalance sector weightings.

Discipline, honor, integrity and accountability—those are the principals that have helped The Oxford Private Client Group attain outstanding long-term returns with a low standard deviation.

Read about Oxford PCG Senior Portfolio Manager Bo Beckman in:
FX-MM Magazine