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About Us

  • Independent thinking

    We believe that being intellectually free to recommend virtually any investment to our clients can result in the best performance with the least risk to their portfolio. This belief of giving fair consideration to the merits of thousands of investment strategies and products is essential to the culture of research and independent thinking.

  • Unbiased advice

    We are not bound to any particular investment options, giving us the freedom to select products and funds that align with your ambitions.

  • Long-lasting client relationships

    We are devoted to our clients, and earning this rapport means striving to exceed your expectations. We aspire to the highest standards of quality, confidentiality, professionalism, ethics and personal attention.

© BOK Financial Private Wealth, Inc., a subsidiary of BOK Financial Corporation.

BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiary Cavanal Hill Investment Management, Inc., an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE