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

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How Can We Help?

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.
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.
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.
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.
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  • Asset Custody Services
    We assume safekeeping and provide sophisticated asset accounting for your portfolio.
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  • Mineral Management
    Leaders in institutional & trust management of oil, gas and other minerals with agent & trustee experience.
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  • Reporting and Performance
    Customized reporting and demonstrative metrics — including real-time online reporting.
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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.
 
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