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Oxinas Parnters

EST. AUM
$390,977,057

CONTACTS
2

CLIENT ACCOUNTS
1,738

Firm Details

Metro area Louisville
CRD Number 297462
Website oxinaspartners.com
Client types

Overview

Oxinas Partners primarily employs fundamental and technical analysis, as well as model signals in developing investment strategies for its clients. The firm constructs an investment portfolio, consisting of low-cost, diversified mutual funds and/or exchange traded funds (ETFs) to achieve the client’s investment goals. They may also utilize individual stocks, bonds, real estate investment trusts (REITs), margin or options contracts. Their investment approach is primarily long-term focused, but the firm may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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