Wealth Management
Everything we do is completely customized to the unique objectives and financial circumstances of our individual clients.
Oxenham Financial’s wealth management philosophy revolves around a simplified investing platform based on complex strategies.
Qualified Retirement Accounts
- 401Ks, 403Bs, and Other Large Business Solutions
- Profit Sharing Plans, Simple IRAs, SEPs, Solo Ks, and Other Small Business Solutions
- Traditional IRAs, Roth IRAs, and other Individual Retirement Solutions
Additional Wealth Management Accounts
- General Investment Accounts
- Trust Accounts
- Corporate Accounts
- Wealth Preservation Accounts
Managed Growth Investment Model Series – Key Strategy Points
- Blending both active and passive investments
- Rebalanced quarterly to keep portfolio within set parameters
- Fully diversified portfolio investing in multiple asset classes
- Ongoing evaluation of ETFs and Mutual Funds
- Fees are never tied to trading – goal is to maximize return
- Clients can add customized hold on demand as well: stocks, bonds, ETFs, commodities, and other outside funds