Lousville, KY Office

Oxinas Partners Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, small businesses, charitable organizations, and retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm typically builds portfolios with mutual funds and ETFs, may retain legacy positions or individual securities, and uses third‑party managers and a turn‑key asset management platform for separately managed and unified managed accounts.

The firm describes a primarily long‑term investment orientation while employing fundamental, technical, cyclical, and charting analysis and rebalancing or trading more actively as client objectives or market conditions dictate. Portfolios are constructed with attention to low‑cost institutional share classes when available, but the adviser discloses that it may utilize options, leveraged and inverse ETFs, margin borrowings, business development companies, REITs, and private investments in client accounts where appropriate.

Notable distinctions highlighted in the brochure include a recent change in ownership and disclosure of a prior regulatory matter involving a supervised person—events the firm treats as material and reports to clients. Oxinas Partners also operates as a licensed insurance agency and has supervised persons registered as broker‑dealer representatives, and it affirmatively discloses the use of derivatives and borrowing in separately managed accounts—features that can create additional conflicts of interest and are less common among similarly sized team advisers.