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Private Wealth

Investment Management

A Personalized Approach to Your Investment Goals

By understanding what money means to you and the purpose you want it to serve, we can set an appropriate investment objective and help you work towards your long-term goals.

Our Investment Philosophy

Asset Allocation: The Core of Our Portfolios

To ensure long-term investing success, we employ an in-depth process that seeks to increase investment return potential while managing risk.

Risk Management Through Broad Diversification

Our portfolios provide diversification by investing across multiple asset classes, market segments, investment style and strategies. *

  • Asset Classes

    Portfolios are allocated among stocks, bonds, cash, and alternative investments.

  • Market Segments

    Portfolios are diversified across domestic and international markets.

  • Market Sectors

    Portfolios include a mix of small-, mid-, and large-cap stocks, short- and long-term bonds and government and corporate bonds.

  • Investment Styles

    A mix of value and growth stocks, high-quality and high-yield bonds and global bonds.

  • Management Strategies

    Portfolios are diversified across passive and active managers.

* This is not representative of all portfolios. Portfolios are customized for each client and many factors are taken into consideration; thus some portfolios will have broader diversification than others.

Specialized Investments and Asset Management

You can rely on our experienced professionals to respect your goals, and recommend effective, personalized investment strategies.

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.

Private Banking
Tulsa Area: 918-293-7582
Oklahoma City Area: 405-272-2558

Trust Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348

Fiduciary Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348

Financial Planning
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2085

Investments
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2085

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information