Log In Institutional Investment Management Investment Advisory Services Investment Advisory Services Invest with a Purpose The investment results of your portfolio directly impacts the ability of your organization to fulfill, and hopefully expand, its mission. Are your organization’s objectives fully reflected in the design of your investment portfolio? Begin with Well-Defined Objectives A thoughtfully developed Investment Policy Statement should document your objectives with regard to portfolio volatility (i.e. risk), liquidity/spending policy needs, as well as long term growth objectives? Our investment approach carefully takes into account each of these unique factors; which allows us to construct portfolios designed to deliver results that achieve your organization's objectives on a consistent, long term basis. Rigorously Adhere to Your Process Our portfolio construction starts with the development of a long term strategic asset allocation designed to achieve your organization's unique objectives. Our active management approach allows us to take advantage of market opportunities with short-term tactical adjustments. Invest with a Purpose Maintain Discipline Mitigate Unnecessary Risk Research, Research, Research What approach is right for your organization? Full Service Discretionary Investment Management Non-discretionary Investment Management Interested to Learn More? We provide sophisticated solutions with the high-touch personal service of a local bank. Let us put our experience to work for you. Contact Us About Us Our Story ESG Review Investor Relations Careers Community Locations & Appointments Contact Us Locations Schedule an Appointment Information & Resources Documents and Forms The Statement Financial Calculators Routing Number Online Security Privacy Policy CIP / Beneficial Ownership Notice Bank of Oklahoma® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2021 BOKF, NA. Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license.