Portfolio Management Services by Oxford Harriman & Company

Oxford Harriman & Company provides institutional quality investment analysis and management for our clients.  We work with you to help determine your tolerance for risk, and to define a range of investment returns necessary to help you fund your objectives. 

We offer a large breadth of investment strategies, including both active, and passive strategies, utilizing individual equity positions, individual taxable and municipal bonds, mutual funds, and exchange traded funds (ETFs).

Call Now To Discuss An Investment Strategy Consistent With Your Financial Goals

1-800-406-6217

Have a question regarding your investment strategy?

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Investment Strategies Customized To Your Unique Financial Goals

Through our strategic planning process, we work with you to help develop an investment strategy that is consistent with your goals. 

We provide customized asset allocation recommendations based on our understanding of your investment objectives and risk tolerance.

We work with you to help determine your tolerance for risk, and to define a range of investment returns necessary to help you fund your objectives. 

We build each asset allocation model with your risk tolerance and return objective in mind, combined with our current outlook for the financial markets and the global economic landscape.

We offer a large breadth of investment strategies, including both active, and passive strategies, utilizing individual equity positions, individual taxable and municipal bonds, mutual funds, and exchange traded funds (ETFs).

Oxford Harriman & Company also works with clients to help develop and manage well-diversified investment portfolios with the objective of combining investment performance, along with environmental and social awareness into the investment strategy. Read more about Oxford Harriman’s Socially Responsible Investing Strategy.

Our Expertise in Asset Allocation Includes:

  • Defining risk tolerance and constructing volatility models
  • Efficient asset allocation using client-specific modeling
  • Strong understanding & implementation of Modern Portfolio Theory
  • Construction and utilization of forward-looking capital market assumptions
  • Focus on volatility management, predictable costs, and tax efficiency

Our Envision® Process for Clarifying Your Goals

We use the Envision process to help you prioritize and achieve important life goals.

envision-process-financial-planning

We conduct a personal interview with you to best understand your goals which are most important and gather other pertinent information necessary to complete your custom plan. If appropriate, we also consult with other professional advisors, including your legal and tax advisor, to understand all pertinent details of your financial circumstances.

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2005-2016 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

Oxford Harriman Portfolio Management

Assessment of Your Current Portfolio

After working with you to identify your unique financial objectives, we conduct an assessment of your current portfolio.

Our portfolio assessment includes:

  • Risk Analysis
  • Volatility study
  • Expected return
  • Cost analysis
  • Search for inefficiencies

We strive to create an efficient model portfolio for each client based on institutional-quality capital market assumptions.

We use quantitative research using our forward looking capital market assumptions, combined with our understanding of past volatility, and the current economic environment, to help create portfolios that compensate our clients for the risk taken.

Our Portfolio Model

Our model for portfolio construction is based on a proven approach that works and includes our multi-step process.

With our process, we delve deep into not only your objectives, but into the math of portfolio construction to:

  • Combine forward-looking assumptions with what has happened in the past.
  • Build a volatility model for your portfolio that is stress-tested.
  • Help to explain and manage the risks associated with the randomness inherent in the financial markets.

When combined with your portfolio, our Envision process makes it easy to keep track of your progress and realign your investment plan with your Target Zone whenever necessary.

envision-target-zone

Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2005-2016 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors

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A Trusted Team to Guide You

Our management team is dedicated to providing highly-personalized wealth management & socially responsible investing services to our clients.

With more than 35 years of broad-based experience in the financial services industry, Oxford Harriman & Company is committed to a comprehensive approach to client advisement that is inclusive of socially responsible investing strategies.

Too many advisors take a singular approach to asset management, which results in fragmented results.

A comprehensive wealth advisor does more than advise as to what securities to purchase for a portfolio. We believe in a highly consultative approach that transcends the typical financial advisor/client relationship.

Our goal is to be a contributing member to a client’s overall financial and business life. Whether acting as a family CFO or business quarterback, we add value to our clients’ financial lives.

 

Have A Question Regarding Your Investment Portfolio?

We are here to help. Call our office today at 1-800-406-6217

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.