Oxinas Partners Wealth Management

Oxinas Partners, LLC dba Oxinas Partners Wealth Management is a registered investment advisor established in January 2018 and based in Jeffersonville, IN. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. As a fiduciary, Oxinas Partners upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact, offering discretionary and nondiscretionary investment management services. Investment portfolios typically consist of low-cost, diversified mutual funds and/or exchange-traded funds, with the option to include individual stocks, bonds, real estate investment trusts, private investments, and more. Oxinas Partners primarily focuses on long-term investment strategies but may make adjustments based on client objectives or market conditions. The firm's fee structure includes annual investment advisory fees ranging up to 2.40%, with fees based on factors like service complexity and asset levels. Additionally, Oxinas Partners offers financial planning services on an hourly or fixed-fee basis, with fees up to $250 per hour. The firm may recommend the use of independent managers or platforms for investment management, such as Adhesion Wealth, which provides managed account solutions. Oxinas Partners does not charge performance-based fees and does not manage proprietary investment funds. The firm emphasizes transparency, communication, and client education, encouraging clients to review the provided materials and engage in discussions about their financial goals and investment strategies. For more information, clients can contact Oxinas Partners at (812) 725-8649 or visit their website at www.oxinaspartners.com.