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Ted Oakley: CFA, CFP, Managing Partner and Founder of Oxbow Advisors (co-founder of its predecessor firm, HPO Advisors) – J. Ted Oakley has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm’s proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.
Oxbow investors are people with significant wealth. In many cases, they have had liquidity events such as selling a business or inheriting assets. With any liquidity event comes significant decisions. Decisions that need to be made with people who have extensive hands-on experience. Our investors and portfolio managers understand the difference between making money and keeping money.
