Investment Division

Our Investment team is focused on structuring your investment portfolio to meet your unique needs. All of our portfolio managers either have or are in the process of earning the designation of Chartered Financial Analyst (CFA). This global professional designation does not come without serious effort, and all CFA charterholders adhere to a strict code of ethics and standards governing professional conduct.

 

If you would like to discuss our asset management services, please call Jim Arens at 918-744-0553.