Decade after decade, the Wealth Management division of BOK Financial Corporation (BOKF), Bank of Oklahoma's parent company, has stood firm as a valued advisor to affluent individuals and institutions. Our method is quite simple: Relying on our seasoned financial experts, we craft sophisticated long- and short-term strategies tailored to each client's needs and risk tolerance.
Equally important is what we bring to the table as a financial institution. Bank of Oklahoma is backed by the strength of BOK Financial, a $31 billion regional financial services holding company with more than $71billion in assets under management or custody within the Wealth Management division. That’s right, a powerhouse with a personal touch.
We invite you to learn more about the many facets our Wealth Management Division.
We trace our history to the founding in 1910 of Exchange National Bank of Tulsa, Oklahoma by Harry Sinclair and other noted oilmen of the day. In 1918, with the establishment of our Trust Division, we became Oklahoma's first trust company.
In 1933, the bank was reorganized as National Bank of Tulsa, which became Bank of Oklahoma in 1975. Tulsa businessman George B. Kaiser formed BOK Financial Corporation (BOKF), which in 1991 acquired Bank of Oklahoma. A full-service brokerage firm was added that same year and today, BOK Financial Securities, Inc. is one of the largest firms of its kind in the Southwest.
BOK Financial's stable, steady approach to growth has resulted in a seven-fold overall increase in its size since Mr. Kaiser’s acquisition. Last year, BOK Financial corporate assets exceeded $31 billion and the company is a leading provider of financial services in the markets it serves: Arizona, Arkansas, Colorado, Kansas, Missouri, New Mexico, Oklahoma and Texas.
Our method is straightforward: Relying on our seasoned financial experts, we craft sophisticated long- and short-term strategies tailored to each client’s needs and risk tolerance.
Decade after decade, the Wealth Management division of BOK Financial has stood firm as a valued advisor to affluent individuals and institutions. These clients identify with our strong, steady approach to growth and investing, and they appreciate our resolute dedication to serving their highest interests, the depth of our resources, and the broad scope of our expertise. Likewise, an unwavering commitment to discriminating personal service has come to be synonymous with our client experience.
A Passion for Sound, Unbiased Advisement
Our portfolio management group is diligently committed to meeting each client’s investment performance objectives. With help from our nationally recognized investment advisor, Cavanal Hill Investment Management, Inc., and our alternative investments group, our portfolio managers have access to a full range of traditional and alternative investment strategies to build customized and efficient portfolios for our clients. The collective market insights and investment opportunities discovered by our experienced research analysts and portfolio managers are incorporated into each client’s portfolio.
With more than $71 billion in assets under management or custody, the affiliates and subsidiaries comprising BOK Financial’s Wealth Management enjoy a strong reputation for excellence across the products and services that are paramount to helping individuals and institutions realize strategic objectives, attend to imperative concerns and build an ongoing legacy for generations to come.
© 2016 Bank of Oklahoma, a division of BOKF, NA. Member FDIC. Equal Housing Lender.