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.
Ted Oakley’s Complimentary Books
“I know exactly what you’re going through. I’ve talked to over 3,000 business owners over the last 40 years.”
Ted Oakley has developed his knowledge through over more than three decades of assisting former business owners as they take steps to reach the next level in their life. These books are a guide for that next level.
Your Money Mentality
Ted Oakley’s new book Your Money Mentality explains how investing is not linear and that successful investing sometimes goes against conventional wisdom. From Oakley’s years of experience, he walks investors through the highs and lows of the market to help them determine their own money mentality.
You Sold Your Company 2022
In the 2022, 4th edition of You Sold Your Company, Ted Oakley addresses how so many people who have sold companies don’t realize the impact of where and when they are in the cycle. If you have sold previously or plan to sell in the future, this book is an invaluable resource.
The Psychology of Staying Rich
Strange as it may sound, holding on to wealth often turns out to be harder for families than getting it in the first place. The majority of wealthy Americans fail to keep their fortunes in the family for more than a single generation — and many don’t make it that far.
Navigating confidently through the first critical year after selling your business, “Crazy Time” addresses each of the areas where the partners at Oxbow Advisors have seen newly liquid business owners face trouble.
$20 Million & Broke
“$20 Million and Broke” explains why and how the most accomplished entrepreneurs, business owners, celebrities and those who inherit or win great fortunes often fall prey to their own flaws, foibles and failures.
The follow up to “Crazy Time” details the “Danger Time” that business owners face in the second and third years following a sale. It warns investors of the dangers posed by overconfidence and ego.
Oxbow Advisors Video Library
Oxbow Advisors News Appearances Playlist
Ted Oakley gives his expert opinion on Fox Business, Yahoo Finance, TD Ameritrade Network, & Cheddar TV, to name a few.
We Understand You Video Playlist
There’s a lot more that goes on than just managing your money after you sell your business, This video playlist focuses on this.
Oxbow vs. Wall Street Video Playlist
This video playlist focuses on the advantages that independent firms, like Oxbow Advisors, have over their Wall Street competitors.
$20 Million & Broke Video Playlist
This video playlist focuses on the mistakes that investors make time and again that turn family fortunes into nothing.