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.
Quarterly CIO Commentary
As we enter the last few months of the year, the U.S. economy looks very different than it did when 2022 began. As the Fed and other central banks worldwide continue to raise rates, U.S. and foreign economies will slow further. With this is mind, BOK Financial Chief Investment Officer Brian Henderson explains what’s ahead for the remainder of the year.
Reaction to Fed rates, inflation, and election results
After the Fed raised interest rates earlier this month, Chairman Powell indicated the ultimate Federal Funds target might be higher than previously expected. Chief Investment Strategist Steve Wyett discusses that topic along with continued job growth, high inflation, and the mid-term election. (Nov. 18, 2022)