Institutional Investment Advisory Services
Experience. Discipline. Governance. Passion.
They drive our mission; to protect and grow the resources you need to fulfill your mission.
Our Investment Advisory group is a specialty practice within BOK Financial, delivering strategic investment advice, strategies, and administrative expertise to:
- Foundations and Endowments
- Not-for-profits
- Medical institutions
- Universities
- Qualified and Non-qualified retirement plans
- Governmental and quasi-governmental organizations
- Tribal governments
- Corporations
- Insurance companies
- Faith based organizations
How Can We Help?
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As an Investment Advisor, we serve in a Fiduciary Capacity, and utilize a fiduciary process that ensures our advice is free from bias and solely in our client’s best interest.
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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.
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Each organization has its own unique needs and objectives with regard to their financial assets. Our processes are designed to develop individualized and tailored recommendations for those unique objectives.
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An objectives driven investment process is designed around achieving specific objectives/needs of our clients versus matching specific investment benchmarks.
Institutional Investment Advisory Services
Asset Management
Developing a specific asset management strategy to meet our clients' unique objectives.
Asset Custody Services
We assume safekeeping and provide sophisticated asset accounting for your portfolio.
Mineral Management
Leaders in institutional & trust management of oil, gas and other minerals with agent & trustee experience.
Reporting & Performance
Customized reporting and demonstrative metrics — including real-time online reporting.
Interested to Learn More?
We provide sophisticated solutions with the high-touch personal service of a local bank. Let us put our experience to work for you.CONTACT US