The Oxford Club is a Cornerstone of our Firm

As a Chairman’s Circle member, you have demonstrated that you take your financial future seriously. At Freedom Capital Advisors, we match that commitment with nearly three decades as an Oxford Club Pillar One Advisor and 40 years of active portfolio management through every major market cycle. Ron McCoy was among the very first advisors to earn the Pillar One designation, a distinction that reflects not just longevity, but a shared philosophy with one of the world’s most respected independent investment organizations. You get direct access to an advisor who has read the same research, implemented the same strategies, and navigated the same markets that the Oxford Club has analyzed for decades. The Chairman’s Circle Advantage is straightforward: you deserve an advisor who has actually lived the Oxford Club philosophy, not just subscribed to it.

Client Benefits Include:

• Constant Portfolio Monitoring: Ongoing review to keep your investments aligned and optimized.
  
• Timely Executions: Trades are placed quickly to capture opportunities and manage risk.
  
• Implementation of Complex Strategies: Advanced strategies tailored to meet your unique financial objectives.
  
• Unmatched Risk Analysis: In-depth assessments to identify, manage, and minimize potential risks.

Your financial success is our top priority. Experience the Chairman’s Circle Advantage.

From Oxford Club Insight to Client Strategy

Ron’s investment philosophy has been shaped by four decades of hands-on experience and a front-row seat to some of the sharpest thinking in independent finance. Through his deep ties to the Oxford Club, four thinkers in particular have had an outsized influence on how he builds and manages client portfolios today.

Alex Green’s forward-thinking optimism and ability to translate complex market dynamics into clear, actionable strategies reinforced Ron’s conviction that long-term investing is about time horizon and probability, not short-term prediction. Marc Lichtenfeld’s discipline around dividend growth and income strategies through the Oxford Income Letter directly shaped how Ron approaches cash flow planning for clients who need stability without sacrificing growth. Karim Rahemtulla, who first introduced Ron to the Oxford Club in the late 1990s, instilled a contrarian approach to risk: not something to fear, but something to measure, map, and price correctly. And Steve McDonald, editor of the Oxford Bond Advantage, gave Ron a foundational mastery of fixed income that few independent advisors can match. For Chairman’s Circle members, this depth of influence translates into a portfolio strategy built on the best independent thinking the Oxford Club has to offer.

Ron’s approach is rooted in his core values:

• Integrity: We treat our clients like family and are always up front with our clients.
  
• Transparency: We communicate openly and clearly, ensuring you always understand your investments.
  
• Efficiency: We act quickly and effectively, maximizing results with minimal hassle for you.

What to Expect

Risk Analysis in Every Move

Analyzing risk is one of our specialties. Every decision is thoughtfully considered and calculated to help protect your wealth and position you for long-term success. We do not guess. We model outcomes across multiple market scenarios before entering any position.

Portfolio Diversification

We build portfolios using a blend of stocks, bonds, preferred stocks, and T-Bills to help balance risk and maximize opportunity across changing markets. No single strategy dominates. The right mix depends on your goals, your timeline, and what the market is actually telling us.

Bond Specialist

Ron’s expertise in fixed income runs deep. Through years of featured collaboration with Steve McDonald, editor of the Oxford Bond Advantage, Ron developed one of the most thorough understandings of the bond market you will find in an independent advisory practice. Understanding bonds is not optional for a serious portfolio manager. The bond market is often the first place economic reality shows up, and that discipline informs every risk decision we make. We actively build laddered bond portfolios for clients who want conservative, reliable income.

Options Strategies to Increase Income

We utilize carefully selected options strategies designed to generate additional income and manage risk, adding value to your overall portfolio. Our proprietary Yield Forge system models covered call scenarios across bear, neutral, and bull conditions before any position is entered, giving you a level of analytical precision that most advisory firms simply do not have.

Oxford Club Collaboration

The Oxford Club is the most consistent source of independent, unconflicted investment research we have found in nearly four decades in this business. Their commitment to unbiased analysis, free from Wall Street conflicts and proprietary product pressure, is genuinely rare. Many of our strategies and philosophies are shaped by our close, ongoing connection with the Oxford Club, allowing us to bring proven, research-driven ideas directly to our clients.

Direct Communication

You work directly with our team. No call centers, middlemen, or layers, ensuring clear, responsive guidance every step of the way.

Portfolio Management

Your portfolio is managed through Interactive Brokers, the industry’s leading trading platform known for its security, advanced tools, and the lowest fees available.

Read Ron’s Story: The Oxford Pillar

Ron recently published a personal account of how his nearly 30-year relationship with the Oxford Club shaped his investment philosophy and the strategies he uses for clients today. It covers the four Oxford Club thinkers who influenced him most, his foundational work in the bond market, and how that experience informs the way we manage portfolios now. If you want to understand the depth of our Oxford Club connection, this article is the place to start.

Call us Today to Get Started

Call us at (352) 404-8105 to review your investment objectives and help outline a gameplan that makes the most of your Oxford Club membership.