Expertise in Investment Management and Advisory Services
With primary focus on the retirement transition
Our Story
Oxford Capital
At Oxford Capital, we specialize in guiding retirees and those nearing retirement through crucial financial decisions. We offer expert advice on Social Security timing, ensuring your nest egg lasts throughout your retirement years, and smooth transitions into retirement. Our services include tailored strategies for Roth conversions, Required Minimum Distributions, and coordinated liquidation of retirement and brokerage accounts. We are committed to walking alongside you, ensuring your financial security throughout your retirement journey.
We are a Fiduciary
What is a Fiduciary?
Why Choose a Fiduciary?
Why Choose a Fiduciary?
A fiduciary is a financial professional who is legally obligated to act in the best interests of their clients. Unlike stockbrokers, who may earn commissions or meet sales quotas, a fiduciary’s compensation is directly aligned with the growth of their client’s assets. This ensures that a fiduciary’s advice and portfolio management are solely focused on achieving the client’s financial goals.
Why Choose a Fiduciary?
Why Choose a Fiduciary?
Why Choose a Fiduciary?
Fiduciaries are bound by a legal duty to prioritize their clients' needs, providing clients with confidence that their financial interests are being carefully protected. Unlike stockbrokers, whose motivations may be influenced by commissions, fiduciaries offer unbiased, goal-oriented advice. Additionally, managing your own investments can
Fiduciaries are bound by a legal duty to prioritize their clients' needs, providing clients with confidence that their financial interests are being carefully protected. Unlike stockbrokers, whose motivations may be influenced by commissions, fiduciaries offer unbiased, goal-oriented advice. Additionally, managing your own investments can be time-consuming and complex, which is why many choose a fiduciary to provide expert guidance and ensure a secure financial future.