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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

A closer look at economic trends

The U.S. economy has defied fears of slowdown, thanks to a successful monetary and fiscal response to the pandemic. Unemployment remains low, and positive productivity gains offer hope for sustained growth. While inflation poses challenges, our base case is continued economic expansion. Steve Wyett, BOK Financial chief investment strategist, explores the nuances of our economic path.

Will the Fed still be able to cut rates in 2024?

BOK Financial Chief Investment Officer Brian Henderson discusses the Fed’s “higher-for-longer” strategy, what’s keeping inflation elevated and why the Fed must stay committed to its 2% inflation target.

Close-up of electronic rate board

How to prepare for lower rates

As most are anticipating the Fed to start cutting rates this year, diversification is key. In this article, BOK Financial Chief Investment Officer Brian Henderson explains what may be ahead for the economy and why a laddered approach to your investments could help you prepare for all scenarios.

Co-workers discuss how the economy has proven surprisingly resilient to the rate hikes.
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    2024 Midyear Outlook

    Entering the second half of 2024, the U.S. economy remains resilient despite high interest rates. However, uncertainties persist, including the timing of the Fed’s first rate cut and the impact of the upcoming presidential election. BOK Financial’s investment management team has compiled valuable insights on these topics and more, which are available through a short video, online articles, and a downloadable report.

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    A potential fly in the ointment of this year’s stock gains

    With the S&P 500 closing at record highs more than 30 times this year, it may seem the sky’s the limit—or is it? BOK Financial Chief Investment Officer Brian Henderson explores what’s buoying financial markets and what could happen if things go sour in his outlook for the third quarter.