We know long-term goals are more than abstract dollar amounts. They are dreams and ambitions for your family, your business and your legacy. That’s why we get to know you and what’s important to you. It’s the best way to manage and help preserve your wealth — and take care of your tomorrow.
Ways to work with us
Personal Investment Services
We have a passion for sound investing. More importantly, we have a passion for understanding your life’s ambitions. Let’s navigate the path to your future goals, together.
Private Wealth Management
We take a personal approach with our clients. It’s supported by a comprehensive offering of services designed to manage and protect your considerable wealth. Its foundation is built on trust, earned over time.
Wealth Management isn’t an add-on service for us. Our first client came to us in 1918, and that relationship is still with us today.
Online access puts a wealth of information at your fingertips
Available on your desktop or as a mobile app, BOK Financial’s Online Access allows you to view all your accounts, including investments, checking, savings, mortgage and more. Easily accessible, day or night. You can even link external accounts and manually track assets like mortgages and alternative investments, to see your net worth and full financial picture in one convenient location.
Have questions about the debt ceiling?
Join BOK Financial Chief Investment Strategist Steve Wyett for an easy-to-understand video explanation of what hitting the debt ceiling means, how the U.S. got here and how we can resolve this issue going forward.
2023 Market Outlook
BOK Financial investment experts Brian Henderson, Steve Wyett and Cavanal Hill Investment Management President Matt Stephani provide their outlook on key issues affecting the economy and financial markets in 2023.
What’s ahead for the first quarter of 2023?
Throughout 2022, U.S. economic growth improved overall, given how much inflation increased and the Federal Reserve had to hike interest rates. But will the economy continue to hold up through 2023? CIO Brian Henderson explains why what happens this quarter will have significant implications for the rest of the year.
Insights and Resources
Another year, another Fed rate increase
Debt ceiling talks may be heated
Split Congress, high-interest rates are factors
Threat of increased food insecurity growing amid Ukraine crisis
Housing market index declines are slowing
Home builders still facing high construction costs
Some downward trend in inflation reported, but not on rent and wages
Slowing inflation may mean smaller Fed rate hikes
Personalizing inflation hits close to home
Continued high prices affect each household differently, challenging savings goals