OXFORD CHASE ADVISORS LLC

Overview

Oxford Chase Advisors LLC is a small, owner-operated investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. The firm runs client portfolios primarily through pooled public funds and managed strategies, and it charges both an asset-based fee and can structure performance-based fees for select arrangements. Oxford Chase is not positioned as an ESG investor and does not operate as a multi-state or pension consultant adviser. The firm's investment approach emphasizes externally managed vehicles rather than complex in-house trading programs or institutional capital allocation. That positioning suggests the manager favors scalable mutual fund and separately managed account solutions to meet client goals, with flexibility to layer performance-fee strategies for clients who qualify or seek more active management.

Assets & Accounts

Investments & Alternatives

Location & Offices