Our Process: Working Toward Your Financial Goals and Expectations
Working With Us
At Oxford Investment Group, we provide comprehensive investment and financial advisory services. Our services include access to a suite of investment choices that align with short- and long-term client goals. Every investment recommendation is based on deliberate research, tracking performance over time and considering PE ratios to yields, while being mindful of the tax treatment of certain investments.
Initial Meeting
We will discuss our firm and services, and gather appropriate financial data and objectives from you.
Strategy
We analyze your current financial situation and prepare recommendations suitable to goals, risk tolerance and needs.
Plan Presentation
Oxford Investment Group presents recommendations, along with supporting literature specific to each recommendation. We will answer questions and explore any alternative strategies.
Implementation
We review your input to investment recommendations and agree to an implementation plan and schedule. We complete all necessary paperwork.
Review & Service
We create a check-in calendar to review and service investments, where we plan to meet on a biannual or quarterly basis (or as desired by you). We will discuss any changes to financial goals or lifestyle and make portfolio adjustments as needed.
Client Relationships
Financial independence is more than just acquiring assets, it’s about building a portfolio that has the potential to. prosper regardless of economic and socio-political factors. It’s about creating a plan for your future, your family and your legacy. At Oxford Investment Group, every investment decision is tailored to you. Investment planning is far from a one-size-fits-all approach. So, to keep you on track, we rely on customized investment strategies tailored to each client’s goals and specific needs. We work with all types of clients and do not have minimum net-worth requirements—we believe everyone has the right to sound financial advice. We strive to build long-lasting relationships.
Let us help you move forward on the most important journey of your life.
Maybe you run a small business and want to capitalize on market opportunities in order to raise capital and grow. Or maybe you have a full-time job, have been investing in your company’s retirement plan and need guidance with individual stock investing. We can help.
While each one of our clients is unique, all experience our ability to deliver personalized guidance that yields results.
Learn more about our women advisors at our female financial advisors in Raleigh page.