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
What’s ahead for the fourth quarter
BOK Financial Chief Investment Officer Brian Henderson said November and December tend to be good months for financial markets, and this year will probably be no exception. He explains what else is likely ahead this quarter, including more Fed rate cuts, some investor uncertainty leading up to the election, and more.
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.
How do the Fed decisions affect me?
The Federal Reserve raises and lowers rates to balance full employment and price stability for the U.S. economy. Here, we break down what those rate changes mean for each of our finances—and how the changes work to slow or accelerate the economy.
Insights and Resources
Fed likely to cut rates by 0.25% in November
Most recent jobs data calms concerns—for now
Financial markets likely to end 2024 with a bang
Fed has best shot at soft landing in over 20 years
Horizon bright for stocks when rates fall without a recession
Tech stocks 'taking a breather' in performance
Outlook for lower interest rates boosts real estate, utility and financial stocks
Slowing labor market focus for Fed
Inflation trends continue downward ahead of this week’s Fed meeting