Nicholas Klein

Oxford Financial Group Ltd. was first organized in 1981 and is a Registered Investment Advisor on file with the Securities and Exchange Commission. The firm manages about $13 billion in assets with about $2 billion dedicated to alternatives. As a fee-only comprehensive financial and investment advisor they serve individuals families and their trusts businesses retirement plans not-for-profits foundations and endowments. Oxford’s Investment Services division consults with many of the Midwest’s largest employers not-for-profits foundations endowments and well-known families. The firm prefers to work with large companies within the Hedge Fund industry. The firm invests in hedge funds fund of hedge funds private equity funds and real estate funds.