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A Busy 2016 – And More to Come

Published By: Erik Christman, CFP®, CPA 

2016 was a time of tremendous change at Oxford, and we’re grateful to our clients for their support and encouragement. Notable achievements included:

  • Launched our own independent investment advisory firm
  • Obtained significant cost savings on mutual funds and passed those savings along to clients, thereby LOWERING costs in an age where things only seem to get more expensive each year
  • Introduced new performance reporting tools and online account access for clients
  • Retained third party expertise in compliance and information security to safeguard our clients
  • Established a business presence in Denver
  • Received favorable media coverage in nationally recognized outlets

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