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.
Market Commentary
Is this the last Fed rate hike of 2023?
On May 3, the Federal Reserve announced an increase of another 25 basis points (one-quarter of a percentage point). Chief Investment Officer Brian Henderson outlines the current economic situation, including the pros and cons of the Fed holding rates steady versus raising rates further.
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Fewer job openings, less hiring likely in the second quarter
The U.S. job market's resiliency to a year of Fed rate hikes was one of the first quarter’s biggest surprises. CIO Brian Henderson anticipates that may end in the second quarter when there could be even more broad-based layoffs.
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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.
Insights and Resources
Federal spending still above ‘normal’
Totals exceed levels during the financial crisis
The dilemma of the U.S. debt ceiling
Unemployment is still low, but job market signals shifting
Recession indicators continue to grow
Do rate hikes always increase unemployment?
History shows Fed eventually has to reverse course
Is this the last Fed rate hike of 2023?
Holding rates steady for a while would have its pros and cons
Inflation remains key variable for Fed
Prices coming down overall, but ‘core’ inflation still sticky