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.
How will the Israel-Hamas war affect markets, energy prices?
The sudden onset of war in Israel and the Gaza Strip shocked the globe on Oct. 7, further aggravating the current climate of geopolitical uncertainty. As the crisis in the Middle East continues, several BOK Financial® executives offered their perspectives on the conflict’s implications for investors and the global economy.
Fed skipping—but not stopping—rate hikes
The Federal Reserve decided not to raise rates in September—but the war on inflation is far from over. In this Q&A with BOK Financial Chief Investment Officer Brian Henderson, we explore what’s happening in the economy, including higher gas prices, the latest Fed moves and what may be ahead.
Slower growth ahead
Economic growth in the fourth quarter likely will be slower than in the third—but, how much slower and why? BOK Financial CIO Brian Henderson explains.
2023 Midyear Market Outlook
The BOK Financial investment management team has prepared an outlook on key issues impacting the economy and financial markets for the rest of the year.
Insights and Resources
Business travel is changing with the times
Is consumer overspending a ticking time bomb?
Use of revolving credit and delayed repayment options could impact 2024 growth
US debt costs may rise in years ahead
More spending on possibly fewer holiday gifts
Holiday spending levels continue to rise while inflation confines how far money can go
US receives another debt wake-up call
US imports from China continue to decline
Reduction in bilateral trade may lead to higher prices