REGISTERED INVESTMENT ADVISOR FAMILY

Brand Owner (click to sort) Address Description
COMPLETE FIDUCIARY OXFORD FINANCIAL GROUP, LTD. 11711 N Meridian St., Suite 600 Carmel IN 46032 Registered Investment Advisor and Family Office Services;
COMPLETE TRANSPARENCY OXFORD FINANCIAL GROUP, LTD. 11711 N Meridian St., Suite 600 Carmel IN 46032 Registered Investment Advisor and Family Office Services;
NATIONAL FIRM. MIDWESTERN ROOTS. OXFORD FINANCIAL GROUP, LTD. 11711 N Meridian St., Suite 600 Carmel IN 46032 Registered Investment Advisor and family office services;
OWNERS WORKING WITH OWNERS, FAMILIES AND DISCRIMINATING INSTITUTIONS Oxford Financial Group, Ltd 11711 N. Meridian St., Suite 600 Carmel IN 46032 Registered Investment Advisor and Family Office Services;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.