Custody Services
We can take responsibility for the safekeeping of your assets. Let our skilled professionals deal with the details — while you or your investment advisor retain executive control.
Services for Custody Clients
Safekeeping your assets is only one of the responsibilities of Bank of Oklahoma custodial services. You or your designated advisor retain control over investment management. We also provide key record keeping and administrative services pertaining to your portfolio, including:
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Our professional team keeps accurate and detailed financial and transaction records. We alert you of any capital changes. And we execute daily investments to protect your wealth.
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Your portfolio demands one-on-one attention. Our custody services clients are assigned an individual experienced trust officer and relationship associate for consistency, accountability and excellent customer service.
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We assume full responsibility for the safekeeping and custody of your investment portfolio. And, we always remember that you and/or your investment advisor retain full control of investment decisions.
Private Banking Benefits
As a custodial services client, you’re also a Private Bank client, affording you all the advantages of our personalized banking services. There are no transaction fees or securities settlement costs. And, your private banker will provide access to exclusive deposit and lending solutions.
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.
Private Banking
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2558
Family Office Services
214-525-7696
Trust Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348
Fiduciary Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348
Financial Planning
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2565
Investments
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2565
Mineral Management
918-779-6616
Real Estate Services
918-779-6611