Top Wealth Manager Number 16 | Back to Top Wealth Managers
Oxford distinguishes itself as a fee-only firm that does not have proprietary products "in an industry that is charging lots of fees, but still has lots of proprietary products and special ar-rangements with vendors, and finder's fees and kickbacks, and sharing and trading arrangements," says Jeffrey Thomasson. The firm has also maintained a significant presence in alternative investments, including during the recent financial meltdown.
Oxford’s clients "truly get the difference between us and some of the other bigger name brands in the wealth management space, whether they're banks, brokerage firms or large money management firms," Thomasson says.
During the downturn, fear was extremely high. "Not only were our clients calling us about the safety and security of their checking accounts, it was friends of clients and friends of ours. Now it’s back to reality—putting pieces back together, focusing on how things are going to look when they come back."