Our clients have placed their confidence in us to reach their goals for over 30 years.  

We were chartered by the Oklahoma Banking Commission in December 1980, originally providing trust and investment services to 40 Oklahoma community banks and their clients. While several of these banks remain our clients today, we directly serve families, companies and other organizations in Oklahoma and throughout the country.  

Yes, we have grown over the years, but our mission remains the same — providing superior asset management and unbiased advice for our clients.  

We are committed to providing financial peace of mind for the individuals, families and businesses we serve. We realize that your needs are unique and welcome the opportunity to discuss how we can serve you and earn your business. We take your success personally.