Ted Oakley

Ted Oakley

TX, US
Helping affluent families prepare their children for the responsibility and privileges of inherited wealth

J. Ted Oakley, founder and managing partner of Oxbow Advisors, began his career in the investment industry in 1975. The "Oxbow Principles" and the firm's proprietary investment strategies are founded on the unique perspective he has gained during his decades-long tenure advising high-net-worth investors. Ted's investment advice provides principled guidance to investors from more than half the states in the US and representing a wide range of industries. He frequently counsels former business owners on protecting and wisely investing their newly liquid wealth. A Chartered Financial Analyst and Certified Financial Planner, Ted is the author of four books: You Sold Your Company, After Selling Your Company — The Most Important 12 Months of Your Life, $20 Million and Broke, and Rich Kids, Broke Kids: The Failure of Traditional Estate Planning.

J. Ted Oakley, founder and managing partner of Oxbow Advisors, began his career in the investment industry in 1975. The "Oxbow Principles" and the firm's proprietary investment strategies are founded on the unique perspective he has gained during his decades-long tenure advising high-net-worth investors. Ted's investment advice provides principled guidance to investors from more than half the states in the US and representing a wide range of industries. He frequently counsels former business owners on protecting and wisely investing their newly liquid wealth. A Chartered Financial Analyst and Certified Financial Planner, Ted is the author of four books: You Sold Your Company, After Selling Your Company — The Most Important 12 Months of Your Life, $20 Million and Broke, and Rich Kids, Broke Kids: The Failure of Traditional Estate Planning.