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- What’s included with a Chairman’s Circle Membership?
- What is the Oxford Wealth Pyramid?
- Who are the Editors of The Oxford Club’s newsletters and trading services?
- How do I contact The Oxford Club?
- How can I learn more about The Oxford Club’s investment philosophy?
- What is the difference between the monthly newsletters and the VIP Trading Services?
- Do risk levels of the VIP Trading Services vary?
- Do you have current track records for The Oxford Club portfolios and VIP Trading Services?
- I’m getting a lot of emails. It’s overwhelming. Can I place email notifications for particular services on hold while continuing to receive others?
- What is The Chairman’s Circle Weekly Briefing?
- What is Private Interest?
- What is The Oxford Club’s trailing stop policy?
- Do all services in my Chairman’s Circle Membership use the same trailing stop policy?
- How can I keep track of all the trailing stops on so many different positions?
- Can I trade Oxford Club recommendations within my IRA?
- Can you give me personalized investment advice concerning how exactly to set up my portfolio?
- Who are the Pillar One Advisors?
- I have questions about a stock that was recommended by one of the Editors. Who can I contact to discuss them?
- I missed an issue or alert from a newsletter, and the stock is now higher than when you recommended it. Should I buy it?
- Where can I find special Investor Reports?
- What is The Voyager Club?
- What are some other ways I can get involved with The Chairman’s Circle?
- I would like to pass my membership on to my children. What is the bequeathal process?
- I am not receiving all the emails that I’m supposed to. What do I do?
- I’m having trouble logging in to OxfordClub.com. What do I do?
- How do I redeem my credit for a stay at Rancho Santana?
What’s included with a Chairman’s Circle Membership?
As a Chairman’s Circle Member, you have access to the complete library of Oxford Club research services. That includes our monthly newsletters, which offer long-term investment strategies and our VIP Trading Services, which take advantage of shorter-term opportunities. You’ll find the full list here. And you’ll soon start receiving two Chairman’s Circle-only newsletters, The Chairman’s Circle Weekly Briefing and the quarterly Private Interest.
What is the Oxford Wealth Pyramid?
You can’t get to the top without a strong, reliable foundation.
That’s why we created the Oxford Wealth Pyramid. Think of it as a hierarchy of investment strategies. It illustrates the optimal mix of safe, long-term strategies and short-term strategies – all of which offer differing risk levels.
By following the Oxford Wealth Pyramid – you can customize your strategy allocation based on your own risk tolerance. You can dig in your toolbox and pull out the very best tool for the job. You can take advantage of Unique Market Circumstances without worrying about taking on any unnecessary risk.
And even more important, you are free to break from the traditional time constraints of investing. You’re free to take advantage of short-term opportunities without risking your core wealth.
To read more about the Oxford Wealth Pyramid, click here.
Who are the Editors of The Oxford Club’s newsletters and trading services?
The Oxford Club has a tradition of investment expertise. To learn more about the respected industry experts who make the Club what it is, click here.
How do I contact The Oxford Club?
Please contact the office of the Chairman’s Circle Liaison at 443.708.9411 (local) or 844.294.4696 (toll-free), Monday through Friday, 9 a.m. to 5 p.m. ET, or send an email to ccliaison@oxfordclub.com.
How can I learn more about The Oxford Club’s investment philosophy?
The Oxford Club relies on four basic principles of investing as a way of cutting through the noise of the markets. We call them the Pillars of Wealth. You can read about those principles in depth here.
What is the difference between the monthly newsletters and the VIP Trading Services?
The Oxford Club newsletters – The Oxford Communiqué, The Oxford Income Letter and Strategic Trends Investor – contain portfolios with lower risk profiles for long-term investors. Positions can remain in our monthly newsletters’ portfolios for years. VIP Trading Services provide faster-paced investing strategies with additional stock recommendations and speculative option plays not found in the portfolios of our monthly newsletters. And VIP picks have an average holding period of four months.
Do risk levels of the VIP Trading Services vary?
Yes. Some of the VIP Trading Services use strategies that have higher risk profiles than others. Here’s a simple guide:
For investors with a moderate risk tolerance
Matthew Carr’s Dynamic Fortunes
Marc Lichtenfeld’s Stock Sequence Trader
Oxford Wealth Accelerator Strategic Portfolio
For investors with a higher risk tolerance
Matthew Carr’s Trailblazer Pro
Oxford Wealth Accelerator Tactical Portfolio
Do you have current track records for The Oxford Club portfolios and VIP Trading Services?
Yes. Our research team tracks every official recommendation that The Oxford Club makes. For track records on the VIP Trading Services, and more detailed information on The Oxford Club portfolios, contact Research Director Chris Matthai at 410.223.2635 or CMatthai@OxfordClub.com.
I’m getting a lot of emails. It’s overwhelming. Can I place email notifications for particular services on hold while continuing to receive others?
Yes. You can customize your Chairman’s Circle Membership. With three newsletters and 13 VIP Trading Services, you’ll no doubt find that some of our strategies resonate with you more than others. Yet you may also find your risk tolerance and interest changing over time, so you can resume receiving email notifications to any service you’ve placed on hold at any time. To manage your preferences by visiting the “Manage Email Notifications” tab under your Membership.
Here you will find a list of your active email subscriptions. If you would like to opt out of any email, simply click the slider button. And, when you are finished, click the “Submit Changes” button at the bottom of the page.
You can also contact the office of the Chairman’s Circle Liaison at 443.708.9411 (local) or 844.294.4696 (toll-free), Monday through Friday, 9 a.m. to 5 p.m. ET, or send an email to ccliaison@oxfordclub.com.
What is The Chairman’s Circle Weekly Briefing?
The Chairman’s Circle Weekly Briefing is the weekly newsletter exclusive to Members of The Chairman’s Circle. It contains a summary of positions and moves that our investment gurus recommended that week. See past issues here.
What is Private Interest?
Much of what comes our way, we can share with our Members at large, whether through our free e-letters or monthly newsletters. But some opportunities we reserve exclusively for those of you in the highest echelons of The Oxford Club. In the quarterly Private Interest, you’ll findexclusive invitations and information about private deals that naturally come our way via our network. These can range from private receptions at world-class hotels to early-in real estate developments to pre-IPO stocks we’re looking into. Private Interest also covers our thoughts on the trends and mindsets behind these opportunities. See past issues here.
What is The Oxford Club’s trailing stop policy?
We generally advise Members to “cut your losers, and let your winners ride.” That way, you’re never stuck with a worthless investment… and the sky’s the limit on the ones that are doing well. Most of our services include trailing stop recommendations. The Club’s general recommendation is to close any investment position when the value of the position has fallen more than 25% from its closing high. For example, if a stock’s closing high is $100, then your trailing stop is $75. If shares then decline to close below $75, sell it. If it goes up to $150, adjust your stop upward to $112.50. Adjust your trailing stops up as your stocks move higher. To make the most of your membership, it’s important to pay close attention to every recommendation an Editor makes, and act accordingly. The Oxford Club will always update Members immediately (via email) when it has closed out of a position in one of its portfolios.
Do all services in my Chairman’s Circle Membership use the same trailing stop policy?
No. The guidance above describes the general policy but individual services may use different trailing stops, or none at all. Moreover, Editors will sometimes recommend trailing stops greater or less than 25% on individual positions, and will often recommend raising a stop as a particular position moves up. For example, when shares of a company charge sharply higher, an Editor may recommend that you reset your trailing stop to a price closer than 25% below its current price. This limits your risk on fast-moving stocks. It occurs most commonly in VIP Trading Services.
How can I keep track of all the trailing stops on so many different positions?
We understand that it can be a challenge to manage all of the information that’s available to you through The Chairman’s Circle. We recommend the trailing stop services of TradeStops.com as a reliable way to manage the stops on your positions
Can I trade Oxford Club recommendations within my IRA?
Anyone who has a self-directed IRA should be able to trade the stock recommendations in our services. Please note that this doesn’t include most option plays and/or commodities. If you have any questions on how to trade using your IRA, talk to your IRA broker to get started.
Can you give me personalized investment advice concerning how exactly to set up my portfolio?
We are legally prohibited from providing individualized investment advice. Our recommendations are carefully researched but also generalized to our full membership. It is up to you to decide which recommendations are right for you and which to leave alone. However, as a Chairman’s Circle Member, you now have direct access to experts who specialize in serving the financial and travel needs of the country’s wealthiest and most demanding people. The independent professionals in our network of Pillar One Advisors are eager to help you with all of your financial-planning needs. The booklet “Your Pillar One Advisors,” which was included in the Welcome Kit you received at home, provides a comprehensive guide and contact information, and you’ll always find an updated list of Pillar One Advisors here.
Who are the Pillar One Advisors?
The Pillar One Advisors are an independent group of experts who specialize in serving the financial and travel needs of the country’s wealthiest and most demanding people. These folks know Chairman’s Circle Members are sophisticated investors who take their wealth seriously. They make sure to extend their deepest discounts to you. Simply mention you’re a Chairman’s Circle Member and watch the red carpet roll out. The booklet “Your Pillar One Advisors,” which was included in the Welcome Kit you received at home, provides a comprehensive guide and contact information, and you’ll always find an updated list of Pillar One Advisors here.
I have questions about a stock that was recommended by one of the Editors. Who can I contact to discuss them?
As a Chairman’s Circle Member, you can contact us to get clarification on what is being recommended and why. Please contact the office of the Chairman’s Circle Liaison at 443.708.9411 (local) or 844.294.4696 (toll-free), Monday through Friday, 9 a.m. to 5 p.m. ET, or send an email to ccliaison@oxfordclub.com.
I missed an issue or alert from a newsletter, and the stock is now higher than when you recommended it. Should I buy it?
For the most up-to-date information on any of our newsletter stock recommendations, please see the current portfolios on the home page of the associated newsletter. Each stock is updated daily after the market closes and will list whether the stock is a “Buy,” “Hold” or “Sell.” For the faster-moving VIP Trading Services, you can check out the portfolios in the latest alerts. You can find the most recent past issues and alerts of every newsletter and service on The Oxford Club website at any time. Just click on the Newsletters & Services tab and select the publication you’re looking for. Each page will contain the issue archives.
Where can I find special Investor Reports?
After you have logged into OxfordClub.com, you can find a Special Report in several ways:
- You can enter the title of the report into the Search box.
- You can find it on the home page of the newsletter or service the report is associated with. Just select the newsletter or service you are searching for. Then, scroll down to the Reports tab.
- You can also save a report to your “favorites” tab by clicking the star at the top of the page.
I would like to attend an Oxford Club event. How do I find out more information about them?
You can find information on Oxford Club events – including the Investment U conference, Private Wealth Seminars, Beyond Wealth Retreats and Beyond Wealth Cruises – in the Events tab on the website. We send out information on all events via email, and an itinerary for our events will be released about a month before each trip. If you would like to speak with someone about Oxford Club events, please contact our Event Director at conferences@oxfordclub.com.
What is The Voyager Club?
The Voyager Club is designed to recognize our most loyal travelers. Any Oxford Club Member who has traveled with us in the past is automatically enrolled in the The Voyager Club, bestowing access to our most elite annual events. And there is no charge to join. Voyager Club members may contact their Voyager Club concierge at voyagerclub@oxfordclub.com.
What are some other ways I can get involved with The Chairman’s Circle?
There are several ways you can broaden your participation in The Chairman’s Circle. We welcome your input and involvement.
Ombudsmen Committee: The Chairman’s Circle Ombudsman Committee is a voluntary network of Chairman’s Circle Members who share ideas and insight with our executive team. If you wish to participate in this committee, please contact the Nikki Roeill at 410.878.3426, Monday through Friday, 9 a.m. to 5 p.m. ET, or send an email to nroeill@oxfordclub.com.
Chairman’s Reception: All Chairman’s Circle Members are invited to an annual gathering held at one of the world’s best venues. It’s an excellent opportunity to create business connections, make new friends and discuss intriguing investment ideas.
Visit a Clubhouse: Stop by one The Oxford Club’s global network of Clubhouses, which are yours to use and enjoy any time, in Normandy, France, the Pacific Coast of Nicaragua and in the historic Baltimore neighborhood of Mt. Vernon.
I would like to pass my membership on to my children. What is the bequeathal process?
You can bequeath your Chairman’s Circle Membership and benefits to up to three family members at no additional cost. That way your lifetime of benefits truly never ends. Your loved ones can enjoy each and every benefit – the VIP Trading Services, invitations to five-star resorts, opportunities in exclusive real estate deals, etc. – for many years to come. If you would like to take advantage of this benefit, please contact the office of the Chairman’s Circle Liaison at 443.708.9411 (local) or 844.294.4696 (toll-free), Monday through Friday, 9 a.m. to 5 p.m. ET, or send an email to ccliaison@oxfordclub.com.
I am not receiving all the emails that I’m supposed to. What do I do?
Most email services and Internet Service Providers (ISPs) put in place blocking or filtering systems. Based on what program you use to read your email, you probably need to whitelist our address. Click here to find instructions on how to do that. If you’re still having problems, please contact the office of the Chairman’s Circle Liaison at 443.708.9411 (local) or 844.294.4696 (toll-free), Monday through Friday, 9 a.m. to 5 p.m. ET, or send an email to ccliaison@oxfordclub.com.
I’m having trouble logging in to OxfordClub.com. What do I do?
For help with logging in or other technical questions related to the website, click here.
How do I redeem my credit for a stay at Rancho Santana?
For more Frequently Asked Questions, please click here.