A complete list of active advisors currently associated with Oxbow Advisors, LLC

Warmer can help you find a great advisor at Oxbow Advisors, LLC or one who fits your needs even better.

Oxbow Advisors is a discretionary investment adviser that manages portfolios for a mix of individual and institutional clients, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $2.46 billion in client assets across separate accounts, wrap programs, and sub-advisory relationships and also provides financial planning, corporate retirement consulting, and individual consultations. The firm’s investment approach blends proprietary security research, technical analysis, and macroeconomic assessment to identify undervalued stocks and sector opportunities, and offers a range of strategies from conservative fixed income to multi-cap equity and dividend-growth portfolios. Oxbow typically implements strategies through long- and short-term purchases, options and hedging where authorized, and states that financial planning is provided to existing clients at no additional charge. The brochure discloses a settled SEC enforcement order (May 29, 2020) related to mutual fund share-class selection, including disgorgement, prejudgment interest, and a civil penalty, and describes steps taken in response; this disclosure is a notable regulatory event compared with most multi-team peers. The firm also publishes periodicals and conducts educational seminars, participates in wrap and sub-advisory programs, and has business affiliations with an affiliated broker-dealer and clearing relationships that the brochure identifies as potential sources of conflicts of interest and that the firm describes in its mitigation procedures.

To learn more about the advisors currently working at Oxbow Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.