Our Exclusivity

We expect our clients to choose carefully who they turn to for financial advice. In turn, Oxford Wealth Advisors is selective about the clientele that we serve. It has never been our goal to be all things to all people, but rather, to be all things to a few people. And so for that reason, before we take on any new clients, we are careful to gather enough information to ensure we are well suited to work together.

To ensure that we are meeting our clients’ unique needs precisely, we require that each new client meet very specific criteria – that we have good chemistry, our goals align, we can help add value to their current wealth strategies, and that our minimum net-work requirements are met.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor.   Horter Investment Management does not provide legal or tax advice.  Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.    Insurance and annuity products are sold separately through Oxford Wealth Advisors, LLC.  Securities transactions for Horter Investment Management clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions.  Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values.  Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc. (INI) are independent of Horter Investment Management, LLC (HIM).