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Native American Financial Services

Harness your financial resources to fund what matters most

Our breadth of products and services range from asset management and retirement plans to financing for governmental infrastructure, gaming and hospitality projects. Together, we strive to help tribes and tribal businesses achieve their full potential today and for future generations.
Meet our team
Native American women shaking hands
Tribal enterprises
Gaming, hospitality, and other business enterprises are an important source of revenue and employment for many tribes and tribal members. Our Native American Financial Services team can help your organization obtain financing to facilitate the expansion of tribal enterprises and help strengthen Native American communities.
Tribal government
BOK Financial works with tribal nations and governments to facilitate financial solutions such as healthcare, education, tribal infrastructure and more. In addition, we can work with government programs from agencies like the Bureau of Indian Affairs, the U.S. Department of Agriculture and Housing and Urban Development.

History of Dedication

  • BOK Financial has been a trusted partner to Native American tribes for more than 30 years.

  • 60+ tribal relationships

  • Over $3 Billion in committed capital to Indian Country.

  • Over $3+ Billion in capital raised for tribal projects in the past 3-years (gaming and government).

  • Over $10 Billion in investments under management, custody and deposits for tribes and tribal businesses.

How we can help

° Advance financial sustainability and achieve prosperity

° Foster financial flexibility and adopt best practices

° Cultivate financial literacy and wellness for tribal members

Financing and loan syndication
  • Financing
  • Investment banking
  • Equipment financing
  • Loans and lines of credit
  • Loan syndications
Treasury services and cash management
  • Treasury services
  • Fraud prevention
  • Information reporting
  • Liquidity management
  • Payment
  • Receivables
  • Payroll services
Investment management services
  • Investment advisory, custodial and consulting services
  • Asset management strategies
  • Mineral management and alternative investments
  • Minors' trust services
Retirement and executive benefits
  • Qualified plans
  • Non-qualified plans
  • Defined benefit and cash balance plans
  • Executive benefit plans
Corporate trust and escrow services
  • Corporate trust and escrow services
  • Bond trustee
  • Bondholder relations
  • Escrow services

Want a competitive edge? Build your treasury playbook

Financial strategies for your tribal business.

Access white paper

Native American treasury playbook white paper cover

Meet the Native American Financial Services team

 

Our specialized team has a deep understanding of Native American business culture, tribal governance and Indian regulations. We recognize the distinct issues of tribal sovereignty, tribal law, cultural preferences and the importance of a proven track record of managing operating risks in this specialized service, across all 50 states.

 

Native American Banking team

With a deep understanding of how tribal businesses and governments operate, our team of banking professionals provides tailored financial services solutions based on the unique needs of Indian Country.

Jarrod Compton

Jarrod Compton

Executive Director
jcompton@bokf.com
918-588-6301
Sarah Alexander

Sarah Alexander

Central
Relationship Manager
sbalexander@bokf.com
918-588-6923
Jordan Herrington

Jordan Herrington

West
Relationship Manager
jherrington@bokf.com
505-222-8460
Damian Libutti

Damian Libutti

West
Relationship Manager
dlibutti@bokf.com
505-222-8444
Jordan Phelps

Jordan Phelps

East
Relationship Manager
jphelps@bokf.com
918-588-6081

Institutional Wealth team

The Institutional Wealth team supports tribes in building and sustaining generational wealth. Through our consultative approach, the team gains a deep understanding of each tribe’s long-term goals and works alongside them to bring those goals to life.
Anthony Phillips

Anthony Phillips

National Sales Director
aphillips@bokf.com
918-588-6428
Mark Thomas

Mark Thomas

Client Advisor
Mark.Thomas@bokf.com
602-296-2311
Rob Elzholz

Rob Elzholz

Sr. Business Development Officer
relzholz@bokf.com
602-808-5347

Recent Successes

Construction of new healthcare clinic

$170,000,000

Syndicated credit facility


Lead arranger and administrative agent

Business/gaming operations

$300,000,000

Syndicated credit facility


Joint lead arranger & administrative agent

Gaming operations

$187,500,000

Syndicated credit facility


Joint lead arranger & administrative agent

Business/gaming operations

$120,000,000

Syndicated credit facility


Joint lead arranger & administrative agent

Gaming / hospitality

$125,000,000

Senior secured term loan


Lead agent syndication

Expansion gaming / hospitality

$60,000,000


Lead agent syndication

Construction of new state-of-the-art primary school

$40,000,000


Loan

Construction of new hospital and healthcare clinic

$86,000,000

Syndicated credit facility


Lead arranger and administrative agent

Construction of public safety complex

$44,000,000


Loan

Purchase of ranch

$67,000,000

Syndicated credit facility


Lead arranger and administrative agent

Expansion of flagship property

$400,000,000

Syndicated credit facility


Joint lead arranger & administrative agent

Construction of new hotel

$50,000,000

Syndicated credit facility


Lead arranger & administrative agent

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