Investment Management

We believe successful investing begins with a thorough understanding of your investment goals, time horizon and risk tolerance.

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Personalized Investment Advice

Benefit from our unbiased, open architecture approach for a wide array of investment opportunities. Our disciplined investment strategy develops and tailors an investment portfolio designed to meet every client’s financial objectives. We continue to regularly monitor performance and review your investment needs as your goals evolve. 

Leverage Our Experience

If you've not spent the better part of your day reading, watching and learning the market, trust someone who does. Our wealth of knowledge influences informed, effective decisions.

Dedicated Service

Building a strong relationship with each of our clients may appear time-intensive, but ultimately it's the shortest path to helping you reach your financial goals. After all, you're looking not just for short-term gains but for a long-term strategy. Shouldn't your investment advisor be too?

Unbiased Recommendations

Because we have an open architecture philosophy, we’re not tied to any particular set of financial products. We’re free to suggest the best mix of investments and solutions available to work toward your individual goals.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you. 

Contact Us

Private Banking:
Tulsa Area: (918) 293-7582
OKC Area: (405) 272-2558

Fiduciary Services:
Tulsa Area: (918) 293-7561
OKC Area: (405) 272-2129

Financial Planning:
Tulsa Area: (918) 293-7576
OKC Area: (405) 272-2027

Tulsa Area: (918) 293-7560
OKC Area: (405) 272-2027

For all markets:
Mineral Management: (918) 779-6613
Real Estate Services: (405) 936-3789

Insights And Resources