Providing clarity of thought for your financial future.
We offer a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline.
Astoria | Cleveland | Detroit | New Jersey | New York | Sarasota | Saratoga Cty
How we are different.
We’re here for those seeking a clear, strategic direction towards investment planning and wealth management. Most people join us because they have no clear strategic direction towards meaningful investment planning and wealth management, along with no clear direction involving a methodology.
About our practice.
Oxford Harriman & Company is built on the concept of a strategic relationship between practice and client — one designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Not just wealth management — non-discriminatory wealth management.
Oxford Harriman In The News...
MarketWatch: Oxford Harriman Adds Kery Hutner and Eric Ingerman as New Partners in Cleveland Office
From MarketWatch: Oxford Harriman partners Glen Kashetsky and Mikal Haddad examine the events contributing to the overall volatility of the market during the first quarter of 2022. These events include the Federal Reserve’s increased interest rate- the first since December 2018- in addition to Russia’s invasion of Ukraine. High inflationary pressure is also ongoing as a result of increases in supply costs and continued supply chain delays.
MarketWatch: A Roller Coaster Ride – 2022’s Unstable Fiscal First Quarter
From MarketWatch: Oxford Harriman partners Glen Kashetsky and Mikal Haddad examine the events contributing to the overall volatility of the market during the first quarter of 2022. These events include the Federal Reserve’s increased interest rate- the first since December 2018- in addition to Russia’s invasion of Ukraine. High inflationary pressure is also ongoing as a result of increases in supply costs and continued supply chain delays.
Yahoo! Finance: Increased Federal Funds Rate & Its Potential Impact on Your Portfolio
From Yahoo!Finance: Oxford Harriman’s Jim Makee on March being a historically financially volatile month and this March proving to be no exception. On the 16th, the Federal Reserve increased the federal funds rate 0.25%. So why has the Federal Reserve chosen to increase interest rates, when it can impact so many aspects of the economy? James Makee explains.
