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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

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.

Map highlighting the conflict region of the Israel-Hamas war.

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.

Federal Open Market Committee (FOMC) has put a pause on hiking rates again since March of 2022.
  • a dramatic down in consumer spending in Q4's CIO Commentary.
    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
    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.