We know long-term goals are more than abstract dollar amounts. They are dreams and ambitions for your family, your business and your legacy. That’s why we get to know you and what’s important to you. It’s the best way to manage and help preserve your wealth — and take care of your tomorrow.
Ways to work with us
Personal Investment Services
We have a passion for sound investing. More importantly, we have a passion for understanding your life’s ambitions. Let’s navigate the path to your future goals, together.
Private Wealth Management
We take a personal approach with our clients. It’s supported by a comprehensive offering of services designed to manage and protect your considerable wealth. Its foundation is built on trust, earned over time.
Wealth Management isn’t an add-on service for us. Our first client came to us in 1918, and that relationship is still with us today.
Online access puts a wealth of information at your fingertips
Available on your desktop or as a mobile app, BOK Financial’s Online Access allows you to view all your accounts, including investments, checking, savings, mortgage and more. Easily accessible, day or night. You can even link external accounts and manually track assets like mortgages and alternative investments, to see your net worth and full financial picture in one convenient location.
Market Commentary
How long will the Fed wait to cut rates?
BOK Financial Chief Investment Officer Brian Henderson explains the potential consequences of keeping rates where they are for too long and what may happen when the Fed does cut rates.
2024 Annual Market Outlook
Will the U.S. economy avoid a recession? The BOK Financial investment management team addresses that question and more in our outlook on key issues impacting the economy and financial markets this year.
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2024 may start strong—but growth to slow
Economic growth may increase in the first quarter of 2024 despite high rates. BOK Financial CIO Brian Henderson explains.
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2024 Annual Market Outlook
Will the U.S. economy avoid a recession? The BOK Financial investment management team addresses that question and more in our outlook on key issues impacting the economy and financial markets this year.
Insights and Resources
Spring is in the air, boosting some retail sales
Spending on building and gardening materials is up, while furniture sales are down
Has the job market finally gone back to normal?
After reaching unseen levels, the ratio of open jobs to unemployed persons has been trending down
Path to 2% inflation may not be a straight line—nor a certainty
Potential for ‘echo wave’ of inflation still exists
Despite more multifamily housing, still too few homes
High shelter costs leading to ‘core’ inflation that’s nearly double Fed’s target
Can the U.S. avoid a second wave of inflation?
Fed is hoping that postponing rate cuts can keep inflation down
Consumers optimistic about the economy—to a degree
Consumer sentiment index has rebounded but is still below average