Institutional Investment Services

We offer a broad array of investment advisory and asset services specifically designed to help institutional clients meet their organization's financial goals. The entire investment process puts you at the forefront, with services and solutions tailored to your unique goals.

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Why Choose Bank of Oklahoma?

Institutional Experience

We have been providing investment services for our institutional clients for more than 60 years. Our client base stretches across the United States and we successfully compete against some of the largest investment management and consulting firms in the U.S.

Tailored Recommendations

Our investment philosophy strives to achieve two goals in helping clients reach financial objectives – provide competitive returns and manage risk. We believe that identifying, assessing and managing risk are keys to generating attractive long-term performance for our clients.

Holistic Approach

We bring together multidisciplinary teams with a range of experience serving institutions, government entities, non-profits and corporations. This holistic approach allows us to better understand the many facets of a given organization, including its unique challenges, priorities and objectives.

Customized Solutions

Drawing upon a full suite of products and services, we create and continue to shape customized strategies for a wide-range of institutional clients as their needs evolve.

Investment Advisory & Consulting

We are focused on providing unbiased investment advice, counsel and full discretionary portfolio management.

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Asset Management Strategies

If you're looking for an asset manager to design and implement a specific investment strategy, we can offer the right talent and knowledge through our affiliate, Cavanal Hill Investment Management, Inc.

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We assume maintenance and safekeeping of your portfolio and provide traditional asset servicing, portfolio accounting, corporate action servicing, proxy services and short-term cash management.

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Reporting & Performance

Learn more from customized reporting and demonstrative metrics — including real-time online reporting — to keep you informed and in charge.

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Mineral Management

For more than 60 years, we've been a recognized leader in institutional and trust management of oil, gas and other minerals with agent and trustee experience centered in the Southwest.

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Our Investment Philosophy

There are four tenets that support our investment philosophy: we are experienced, disciplined, unbiased and client-centered. Our integrated teams of professionals are focused on understanding and meeting your needs.


  • Investment managers average nearly 20 years of experience
  • Specialized experience in all investment categories
  • Institutional-level money management focused on individual needs


  • Defined and rigorous investment process
  • Top-down economic analysis
  • Strong quantitative and qualitative investment modeling


  • Investments managed in your interest
  • Objective manager selection process
  • Affiliated asset management held to the same standards for excellence as external managers
  • Commitment to optimal combination of internal and external resources


  • Dedicated portfolio manager focused on your needs
  • Customized and tailored recommendations
  • Emphasis on stable and long-term relationships

Interested to Learn More?

We provide sophisticated solutions with the attuned personal service of a local bank. Let us put our experience to work for you.

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