A complete list of active advisors currently associated with Oxford Chase Advisors LLC
Warmer can help you find a great advisor at Oxford Chase Advisors LLC or one who fits your needs even better.
Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships and is operated by a three-advisor team. The firm provides discretionary, fee-only portfolio management to individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations using separately managed accounts at a single custodian. Client accounts are placed into one or more model portfolios based on a client risk survey and may include client-imposed trading restrictions with firm approval. The models emphasize allocations to individual equities and ETFs and are designed with differing risk, volatility and time-horizon profiles, with periodic reviews and quarterly reporting to clients. Notably, Oxford Chase offers performance-based fee arrangements to qualified investors under applicable regulatory definitions, a feature that is uncommon among peers of this size. The firm uses a single custodian platform for trade execution and account aggregation and circulates a quarterly newsletter outlining its market views and material portfolio activity.
To learn more about the advisors currently working at Oxford Chase 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.
Name |
Location |
Years of experience |
|---|---|---|
Peachtree Corners, GA
| 5
| |
Peachtree Corners, GA
| 12
| |
Peachtree Corners, GA
| 12
|
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