500 West 5th Street, Suite 1205 Austin, TX 78701

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-

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.

Ted Oakley’s Complimentary Books

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.

You Sold Your Company

“You Sold Your Company” offers incisive and a sometimes surprising analysis of the emotional impact of selling a company – and the life changes that usually come with it.

Crazy Time

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.

Oxbow Advisors Video Library

Oxbow Advisors Videos

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.

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Talk To An Advisor: 512-386-1088