Bo Beckman

Active in the financial services industry since 1993 and the Managing Director of Oxford Private Client Group since 2005, Bo Beckman works to uphold the Minnesota-based firm’s world-class commitment to investments through the practice of capital preservation and long-term performance for both individuals and institutions. Oxford Client Private Group enjoys a distinguished history of success. In addition to leading prudent investments in domestic and global markets, Bo Beckman has also managed Oxford Client Group's versatile mutual fund and the Oxford Global Total Return Fund (OXGAX) as well as the affiliate platforms Oxford has with world-class investment firms, such as Charles Schwab, Wachovia, Dain Rauscher, UBS, Ameriprise, and Fidelity Investments.

An integral part of the global financial powerhouse, Bo Beckman applies a strong commitment to discipline, honor, integrity and accountability contributing to Oxford Client Group's principal portfolio's distinguished performance. Oxford's focus on long-term return with a low standard deviation has provided stability to steadily grow its market base through methodical and timely actions minus the use of risky or shortsighted investments.

Oxford's innovative approach to the financial market uses a unique global perspective to give investors the edge they need. Oxford Private Client Group adheres to the Oxford Process when making investments and diversifying its portfolio. Furthermore, Oxford confidently applies five key propositions to determine balance and low risk in portfolio diversity. In order to drive investments, the first Oxford proposition promotes the analysis and identification of U.S. market cycles. Next, foreign markets are analyzed alongside the U.S. market cycle, thereby designing a globally versatile portfolio. Oxford's third maxim is to select the applicable weightings based on style and how the shifting market cycles drive dynamic determinations toward a singular direction—a growth, value, or GARP (growth at a reasonable price).

Next, Oxford applies sector business cycle analysis to determine value in any given market cycle. Finally, Individual Stock Selection is based on all four prior propositions. Bo Beckman drives a leading team of experienced financial advisers at Oxford Private Client Group. This collective knowledge has translated into an efficient risk and return outcome, synthesizing smartly with Oxford's lifetime approach to money management.