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William Bonner, the founder of The Agora, is also one of the founders of The Oxford Club, which officially started as the Passport Club in 1989.
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.
1992 A Board of Governors was formed and James Boxley Cooke was named Honorary Chairman.
1993 The Club sponsored its first Advanced Wealth-Protection Seminar at Oxford University in England.
1994 The Oxford Club expanded its Wealth Protection Advisory Board to include Queen’s Counsel David Melnik, attorney and former Congressman Robert Bauman and Canadian investment advisor Eric Roseman.
1995 The Oxford Club introduced one of the industry’s first-ever fast-paced trading services to its Members: The Weber Alert, under the direction of Chris Weber.
1996 Karim Rahemtulla, Research Director of Agora Publishing, replaced Chris as Investment Director and became Editor of The Oxford Alert trading service.
By the end of 1996, The Oxford Communiqué is published in three different languages: English, French and German, all still delivered by mail only.
1997 The Club membership roster included over 12,000 lifetime Members.
1998 The Board of Governors and Executive Committee established The Chairman’s Circle, the highest level of distinction and benefits program for the Club’s most involved and committed Members.
1999 Steve Sjuggerud, former trader with a global mutual fund and Editor of The World Money Analyst, was appointed the new Investment Director.
2000 Investment Director Steve Sjuggerud received his Ph.D. in global finance.
2001 Doctor Steve Sjuggerud, Ph.D., left the Investment Director position to return to Florida and start his own hedge fund.
2002 The Club teamed up with The New Orleans Investment Conference to sponsor one of the country’s largest annual financial conferences.
2003 The Investment U e-letter hit 70,000 readers from around the world.
2004 The Oxford Club Membership roster grew to over 70,000 for the first time.
2005 Doctor Mark Skousen replaced Steve Sjuggerud as Chairman of Investment U. Investment U raised over $130,000 in relief funds for hurricane disasters.
2006 The newsletter rating service Hulbert Financial Digest rated The Oxford Communiqué one of the top newsletters in the industry, in the top five for its track record over the last three years.
2007 Alex Green took over as the Chairman of Investment U. As the Club’s Investment Director, he continued to expand the Club’s selection of proven investment strategies to include the income-oriented Perpetual Money Portfolio.
2008 The Oxford Club’s investment advisory team battens down the hatches to protect the Club and its Members from the greatest crisis since 9/11: the world financial crisis and market collapse.
In March, Alex Green employed a recessionary hedge for Members by creating a vice stock portfolio called the Seven Deadly Sins Portfolio – one of the most controversial yet winning portfolios the Club ever established (returning 87.48% for 2009).
In 2009, the Club launched its Seven Deadly Sins Portfolio, with five blue chip-oriented, “recession-resistant” stocks.
2010 Independent newsletter rating service Hulbert Financial Digest once again ranked The Oxford Communiqué in the top 10 in the country for our 10-year track record.
The Club’s World Financial Seminar team planned a financial retreat there in the summer of 2010.
2011 Marc Lichtenfeld took over the successful dividend-oriented portfolio for the Club’s mid-month issue, which was now called The Ultimate Income Letter.
With everyone focused on the presidential election cycle and growing fear from Congressional dysfunction, membership started to dip in the Club and eventually hit 49,000 Members by 2012.
2012 Mark launched his best-selling book, Get Rich With Dividends: A Proven System for Double-Digit Returns.
2013 The Oxford Club saw record-breaking growth.
2014 The Oxford Club launched a resource-focused newsletter, Oxford Resource Explorer, with Sean Brodrick and David Fessler at the helm.
A best-seller, the book is named 2019 Book of the Year by the Institute for Financial Literacy.
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| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| Verve, a Credit Union | 1937 | $34.7M | 210 | 19 |
| Ghosts | 1993 | $460,000 | 7 | 6 |
| Redux Holdings | - | $7.7M | 125 | 18 |
| Truth Enterprises | - | - | - | 13 |
| One Park Financial | 2010 | $3.1M | 83 | 15 |
| Robinhood | 2013 | $3.0B | 1,281 | 216 |
| The Old Globe | 1937 | $5.0M | 50 | 10 |
| 12th Man Foundation | 1950 | $2.9M | 122 | 2 |
| Capital Factory | 2009 | $14.8M | 284 | 21 |
| Petoskey-Harbor Springs Area Community Foundation | 1992 | $10.0M | 19 | - |
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