Oxford Harriman Private Wealth Management

Oxford Harriman Private Wealth Management offers individuals and other clients a range of investment advisory services, including asset management, comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting. The firm tailors its investment strategies to each client's specific needs and risk tolerance, constructing portfolios from individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. In addition to direct portfolio management, Oxford Harriman Private Wealth Management coordinates referrals to third-party money managers and provides employer-sponsored retirement plan consulting. The firm operates with affiliated entities that provide insurance solutions and tax preparation services, presenting potential conflicts of interest that are managed through disclosure and its Code of Ethics.