A steady approach to long-term investing
For over a century and through various economic cycles, BOK Financial has been committed to delivering comprehensive Wealth Management products and services through diverse revenue streams. Today, the Wealth Management division at BOK Financial services individual and institutional clients globally from offices in 13 states.
About us
Our philosophy
We believe the investment objective is the single most important decision in building a strong relationship with you. By understanding what money means to you and the purpose you want it to serve, we can help you work toward your long-term goals. This investment philosophy is the centerpiece of our approach to helping you make some of the most important decisions you face.
Underscoring our philosophy are three key pillars.
These three pillars are the practical mean by which we apply our philosophy and drive results for you:
-
Relationships are built on knowledge
-
Our process leads to objective advice
-
Proactive oversight and communication produce results
assets under management or in custody
in fiduciary assets
in traded securities annually1
dedicated Wealth Management employees
Key highlights
-
100+ years of experience
-
Broad diversification
-
Professional management
-
Strategies tailored to client's goals and risk tolerance
-
Access to a full suite of investment solutions
-
Diligent oversight
Services
Comprehensive services for individuals and families
-
- Financial planning
- Business transition planning
-
- Personal investing
- Life and long-term care
-
- Private banking
- Trust and estate administration
- Investment management
- Investment and advisory services
-
- Mineral management
- Real estate management
Institutional client services
-
- Institutional investment management
- Asset custody services
- Mineral management
- Retirement plan services
-
- Energy hedging
- Agriculture hedging
- Interest rate services
- Foreign exchange risk management
-
- Institutional investing
- Public and corporate finance
- Mortgage hedging services
- Reinsurance services
Our comprehensive offerings
BOK Financial’s comprehensive Wealth Management services and solutions are available not only through the bank, but also through our various subsidiary and affiliate brands, which include:
-
Independent broker dealer and SEC-registered investment adviser.
-
Broker Dealer offering fixed income portfolio management, investment banking and other brokerage services to institutional clients.
-
Bank dealer offering fixed income sales and trading.
-
Investment management and financial advice to high net worth individuals and their families.
-
Family of mutual funds.
-
SEC-registered investment adviser offering equity, fixed income and cash management strategies.
.