We can take responsibility for the safekeeping of your assets. Let our skilled professionals deal with the details — while you or your investment advisor retain executive control.Let's Talk
Safekeeping your assets is only one of the responsibilities of Bank of Oklahoma custodial services. You or your designated advisor retain control over investment management. We also provide key recordkeeping and administrative services pertaining to your portfolio, including:
Our professional team keeps accurate and detailed financial and transaction records. We alert you of any capital changes. And we execute daily investments to protect your wealth.
Your portfolio demands one-on-one attention. Our custody services clients are assigned an individual experienced trust officer and relationship associate for consistency, accountability and excellent customer service.
As a custodial services client, you’re also a Private Bank client, affording you all the advantages of our personalized banking services. There are no transaction fees or securities settlement costs. And, your private banker will provide access to exclusive deposit and lending solutions.Private Banking
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.
Tulsa Area: (918) 293-7582
OKC Area: (405) 936-3991
Tulsa Area: (918) 293-7561
OKC Area: (405) 936-3929
Tulsa Area: (918) 293-7576
OKC Area: (405) 936-3790
Tulsa Area: (918) 293-7560
OKC Area: (405) 936-3727
For all markets:
Mineral Management: (918) 779-6613
Real Estate Services: (405) 936-3789