The Oxford Club is a private, international network of investors and entrepreneurs. Our mission is to
help our Members grow and protect their wealth.

While most investors obsess about the short-term fluctuations in the market, The Oxford Club’s strategists believe that the path to long-term financial independence can be achieved by focusing on three key questions:  

How can I get the highest return with the least amount of risk? 

How can I protect my principal and profits? 

How can I GUARANTEE my investment portfolio will be worth more in the future? 

These questions are at the core of every stock recommendation and research report we send to our Members. 

 

We all have our personal definition of a “rich life.” But after more than three decades building our community of Members, we’ve found that the individuals in our network of like-minded wealth builders tend to gravitate toward five key aspirations. And our ultimate goal is to help our Members achieve them all.

Oxford Club Values
With this five-point CLUBS mission in mind, let’s get more specific.  

Complete financial freedom: The Oxford Club’s investment system keeps us in the market using low-risk disciplines. Be sure to check out our Pillars of Wealth to learn more about our investment philosophy. Plus, our model portfolios are full of incredible stocks that can help you get started on your path to financial freedom. And our advanced VIP Trading Research Services will help supercharge your returns quickly.   

Lasting legacy: We have tens of thousands of Lifetime Members, including our Chairman’s Circle Members who can pass down their VIP benefits to their family in perpetuity. After over 34 years in this business, we’ve cultivated quite a talented network on your behalf, including several Pillar One Advisors who stand ready to work with you on tax and estate planning to help you ensure long-lasting wealth. 

Unique cultural experiences: Our events are second to none in how they combine investor learning with rich, VIP tours. We get so many repeat travelers that we’ve created a “club within a club” called the Oxford Voyager Club. Check out our calendar of events here. 

Broader investing knowledge: We take pride in our top-notch, in-house team of analysts. In addition to our chief strategists, Alexander Green and Marc Lichtenfeld, we have several highly experienced analysts and researchers working together – employing the Club’s proprietary screens, as well as Bloomberg analytics and other respected research tools – to bring our Members smart techniques for getting ahead. Our team produces timely reports and video tutorials that can make you a smarter investor in no time.  

Strong relationships with like-minded investors: Besides our regular investment seminars around the world, our Members also enjoy expanding their network in The Oxford Clubroom. This chat platform offers scheduled live sessions with our investment strategists and other trusted members of the Oxford Club staff. Hundreds of members come here each week to learn something new and touch base with friends they’ve made around the Club.  

Bottom line: We aren’t just a financial publisher. We are a community that helps you build wealth, explore new ideas, connect with like-minded investors, and protect your legacy.

“

I’m a new investor, and The Oxford Club has been an important and great source of information to be able to make informed decisions for my investments.

The support provided and the prompt responses to questions make it a valuable resource. I found them through a book I read. I recommend it!

G. Goubaud

Member

We are thrilled to provide financial guidance to over 180,000 Members in over 130 countries around the world. Members are drawn to The Oxford Club over other financial research publishers because of our unique combination of traditional values and modern investment ideas – along with our ability to make complex ideas easy to understand. It’s why investors of every skill level have found success with our research. The letters we receive from Members – thanking us for helping them achieve greater returns – bolster our dedication to delivering the very best financial advice to everyday investors.

The Oxford Club’s beginnings date back to a group called “The Merchants & Brokers Exchange.” This was an international businessman’s club founded in the early 1970s by Gary Scott, an American who sold insurance and mutual funds in Hong Kong. It was the time of the Cultural Revolution in China, and Western businesspeople living in Hong Kong enjoyed getting together to exchange information about what was going on. Scott institutionalized this group and later expanded it to London. 

In the mid-1980s, Scott turned the group over to Bill Bonner, the Founder of The Agora. In 1989, Bonner changed the name to The Passport Club and hired recent Thunderbird MBA graduate Julia Guth as Membership Director. Her job was to expand the Club’s services and local chapter participation. 

Around the same time, an investment and business publisher in Florida launched a financial newsletter called The Oxford Club, which grew to 10,000 readers worldwide. In 1991, the publishing company sold its interest to Bonner, who welcomed these new Members into his own club and changed the name from The Passport Club to The Oxford Club. Bonner found the new name evoked a spirit of tradition and Old World charm. He charged Julia with combining the best attributes of The Oxford Club and The Passport Club and expanding on them. Mark Nestmann, an international wealth-protection and privacy expert, became Financial Editor of the monthly Oxford Club investment newsletter, The Oxford Communiqué. In these early days of the Club, all communications were delivered by mail only.

  • A Board of Governors is formed and James Boxley Cooke is named Honorary Chairman. A recently retired investment advisor from T. Rowe Price, he serves as the Club's primary spokesperson throughout the '90s.

  • The Club's "bible," The Traditions of Wealth, is published and offered to all lifetime Members.

  • Gary Scott, an original creator of the international investors club concept, is appointed Financial Editor.