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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

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.

Reaction to Fed rates, inflation, and election results

After the Fed raised interest rates earlier this month, Chairman Powell indicated the ultimate Federal Funds target might be higher than previously expected. Chief Investment Strategist Steve Wyett discusses that topic along with continued job growth, high inflation, and the mid-term election. (Nov. 18, 2022)