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
Proactive oversight and communication produce results
Our process leads to objective advice
assets under management or in custody
in fiduciary assets
in traded securities annually1
dedicated Wealth Management employees
Key highlights
Strategies tailored to client's goals and risk tolerance
Professional management
Broad diversification
Diligent oversight
100+ years of experience
Access to a full suite of investment solutions
Our family of brands
Wealth Management services are offered through our regional bank brands as well as the following affiliate companies, non-bank subsidiaries and separately identifiable departments.
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.
