Indianapolis, Ind. (PRWEB) January 17, 2014
Financial Planning (FP) magazine released its list of Top 50 Fee-Only Registered Investment Advisors (RIAs) in the U.S. this month, and Oxford Financial Group, Ltd. topped this list at #1.
FP’s annual listing of the top RIAs tracks the top 50 firms by assets under management (AUM), and the 50 fastest-growing RIAs. Oxford ranked #1 in the first category—the ranking by AUM. This ranking did not include firms with links to banks or outside institutions and was released with an article that highlights the true meaning of ‘independence’ and the growth of these types of firms. The full article and ranking can be viewed at the following link:
Oxford’s CEO, Jeffrey H. Thomasson, founded the firm in 1981 at the age of 22 with visions of making a difference in the financial services industry. After more than 30 years, his commitment to remaining an independent, fee-only firm is unwavering. Oxford has in place a detailed succession plan with an established Delaware Dynasty Trust that holds the voting shares of the company. Independent trustees protect the ownership structure from would-be buyers or sellers of the firm.
“This firm was founded on independence. We are committed to remaining privately owned and free of conflicts of interest. This dedication to objectivity is essential to serving the needs of our clients and assuring the longevity of our firm. With no affiliations with banks, investment managers, broker/dealers—our sole commitment is to serve our clients’ best interests,” said Thomasson.
As a privately held firm, Oxford is owned by its partners. Clients work with a senior partner with substantial expertise. This private ownership, coupled with its fee-only model, has meant a 99% retention rate in clients. According to Thomasson, it has also meant long-lasting relationships with families and institutions throughout the Midwest and beyond.
To hear Thomasson discuss the history of Oxford and how its Midwest values and global investment opportunities enhance its service to clients, watch a video at the following link: http://www.ofgltd.com/about/vPlayer.aspx?fn=38049510.
About Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd., is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisors (RIA) firms in the country, with oversight of more than $19 billion in assets (which includes assets under management) for over 500 clients in 37 states. An independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 30 years, it has special expertise in alternative investments with emphasis on hedge funds and private equity.
With offices in Indianapolis, Chicago, Cincinnati, Grand Rapids and Minneapolis, Oxford specializes in serving clients with net worths above $5 million. For additional information, call 800.722.2289, or visit http://www.ofgltd.com.