Oxford 360 is our platform for delivering financial planning and investment advice through a collaborative relationship with you. Oxford 360 leverages industry-leading technology, coupled with the human touch of our talented advisors, to help you on your journey to financial success.
Clients subscribing to Oxford 360 enjoy many benefits, including:
- Ongoing advice – Call us anytime for advice on any financial topic!
- Annual review and update of your plan
- Personal Financial Portal – Online portal where you can see your entire financial picture in one place
- Progress reports toward goals – Continually updated in your Personal Financial Portal
- Communications platform – Subscription to our weekly market updates and financial planning topics
- Account access – Use the web to monitor your accounts
Oxford 360 consists of two components: