Log In Private Banking and Wealth Management Investment Management Private Wealth Investment Management A Personalized Approach to Your Investment Goals By understanding what money means to you and the purpose you want it to serve, we can set an appropriate investment objective and help you work towards your long-term goals. Our Investment Philosophy Relationships are built on knowledge. Our process leads to objective advice. Proactive oversight and communication produces results. Asset Allocation: The Core of Our Portfolios To ensure long-term investing success, we employ an in-depth process that seeks to increase investment return potential while managing risk. Risk Management Through Broad Diversification Our portfolios provide diversification by investing across multiple asset classes, market segments, investment style and strategies. * Asset Classes Portfolios are allocated among stocks, bonds, cash, and alternative investments. Market Segments Portfolios are diversified across domestic and international markets. Market Sectors Portfolios include a mix of small-, mid-, and large-cap stocks, short- and long-term bonds and government and corporate bonds. Investment Styles A mix of value and growth stocks, high-quality and high-yield bonds and global bonds. Management Strategies Portfolios are diversified across passive and active managers. * This is not representative of all portfolios. Portfolios are customized for each client and many factors are taken into consideration; thus some portfolios will have broader diversification than others. Specialized Investments and Asset Management You can rely on our experienced professionals to respect your goals, and recommend effective, personalized investment strategies. Mineral Management Learn More Real Estate Asset Management Learn More Values-Based Investing Learn More Let's Talk We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you. Private Banking Tulsa Area: 918-293-7582 Oklahoma City Area: 405-272-2558 Trust Services Tulsa Area: 918-293-7560 Oklahoma City Area: 405-272-2348 Fiduciary Services Tulsa Area: 918-293-7560 Oklahoma City Area: 405-272-2348 Financial Planning Tulsa Area: 918-293-7572 Oklahoma City Area: 405-272-2085 Investments Tulsa Area: 918-293-7572 Oklahoma City Area: 405-272-2085 Mineral Management 918-779-6616 Real Estate Services 918-779-6620 Additional Contact Information Form 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. Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Services may be offered under our trade name, BOK Financial Advisors. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE Insurance policies and/or associated riders and features may not be available in all states, and policy terms and conditions may vary by state. Guarantees associated with an insurance policy, such as the life insurance benefit, are based on the claims paying ability of the issuing company, not BOK Financial Advisors, and do not apply to the investment performance or safety of the underlying investment options. Insurance services offered in California and New York under BOSC Insurance Services. Risk, Affiliation, Offering Entity Disclosure