Investment Advisors

Our Investment Advisor Representatives are true fiduciaries. Representatives are licensed with a Series 65 law license, admitting them as a true fiduciary: a license held by less than 10% of financial advisors.

Advisors face a three-year training tenure. Throughout this period, they learn an investment framework that has been our backbone for more than 50 years. This same framework is used when constructing each and every client portfolio. 

Each representative is given management of their own team: including, but not limited to, an office administrator, case design team and group of active traders.

Investment Philosophy

At Oxley Capital Management, we emphasize the value of tactical asset allocations-making subtle shifts to long-term allocations to respond to changing market conditions. We establish long-term strategies based on CMEs’, or Capital Market Expectations. This approach consists of forward-looking views of the financial markets.

Onward, we will explore the components of our investment philosophy, such as:

  • Creating the Efficient Frontier
  • Diminishing Portfolio Volatility
  • Modern Portfolio Theory
  • Creating Excess Returns
  • Portfolio Composition

    Firm Operations

    Oxley Capital Management doesn’t just sound and look different. We are different. Our strong differentiation is attributed to our firm operation’s structure; we are a proprietary private wealth management firm with an in-house advisor training facility, trading desk, research center and comprehensive investment plan design team.

      Careers

      Oxley Capital Management is leading an innovative expansion across the east coast of the United States. We require the assistance of sophisticated financial professionals. At OCM, you’ll be part of one of the fastest growing teams throughout the country. As a partner with OCM, you’ll not only receive benefits exclusive to our company, but you’ll be part of a proactive training tenure designed to improve your skills and abilities. 

      We are currently looking for the following professionals:

      • Professional Trader
      • Investment Advisor Representative
      • Life/Health Insurance Agent
      • Office Administrator

      Contact Us

      Contact an Investment Advisor Representative today. Please allow up to 48 hours for an appropriate response to any inquiry.

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