Our Mission & Vision

The Mission & Vision Statement of
Oxford Harriman & Company

mission Oxford Harriman

MISSION STATEMENT

Our Mission is to create and implement a dynamic wealth management process. This wealth management proces is delivered to our clients with an unwavering focus on an investment philosophy that is consistent, disciplined, and focused on the decision-making process, rather than on short-term performance.

We remain focused on the principals of:

  • Diversification
  • Prudent Risk Management
  • Long-Term Goals of our Clients

We understand and recognize the importance of randomness in the financial markets, and firmly believe that randomness favors the prepared. Diversification does not guarantee profit or protect against loss in declining markets.

Oxford Harriman vision statement

VISION STATEMENT

Our Vision is to build a practice of unemotional clients who make investment decisions based on what's necessary to fund their specific financial goals through strategy and discipline.

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Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).

Investment and insurance products:Investment and insurance products:Investment and insurance products:
Not insured by FDIC or any Federal Government AgencyMay Lose ValueNot a Deposit of or Guarantee by a Bank or Any Bank Affiliate

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.