Committed to providing financial peace of mind for individuals, families, and businesses since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We opened our doors in 1981, making us the oldest and largest independent trust company in Oklahoma. That tradition represents something important to us and to our clients.

Our Latest.
retirement planning with spouse

Cracking The Medicare Code

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What You Need To Know Before Signing Up for Medical Coverage.

It's Not Too Late To Build A Fence When The Cows Are Out

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Estate planning and asset protection are really nothing more than building and maintaining fences. A successful plan keeps the cows (assets) in and the wolves (creditors) out.
bull and bear stand off

How to Survive A Bear Market - Bob McCormick's Market Observations

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The recent market volatility got many investors in a panic. Again. What's the best strategy to live through a bear market?

A Christmas Gift to Your Future Self

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Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2019 towards your retirement plan.
financial planning expert- bob mccormick

Market Observations by Bob McCormick - October 2018

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I've recently crossed the Southwest towards California, and one of my favorite parts of the trip was driving by the trains transporting goods to and from the West coast, a statement of the power of rail road transportation and our economy. As for investments, September brought record highs for large-cap U.S. stocks. Read more.

October 2018 ViewPoint

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I can still remember walking into Trust Company of Oklahoma’s Utica office for the first time. It was January 1990, and I had just joined Trust Company of Oklahoma.

Domestic Violence Intervention Services

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Each quarter, we highlight a local nonprofit organization working to improve our communities. This quarter, we are please to feature Domestic Violence Intervention Services, which strives to create safe, happy environments for families in crisis.

How To Talk To Your Heirs About Your Estate Plan Without Ruining Your Relationship With Them

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There can be big benefits to your family knowing your estate plan. But how to communicate to your heirs who gets what without spoiling the relationships with each of them?
retirement planning with spouse

Qualified Charitable Distribution

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Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.
three newspapers

October 2018 Investment Perspectives

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Tariff war, how to handle difficult estate plan conversations, qualified charitable distributions, and more. Check out our October newsletter.
bull and bear stand off

Tariffs And Raisins - Children Pick Up On The Darndest Things

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The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn't the first time the U.S. grapples with competitive tariffs, though. Learn more about our country's history of tariff conflicts and the current conflict's impact on our economy.
financial review on tablet

Market Observations by Bob McCormick - September 2018

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The right estate planning will not only put our own minds at ease but make our family’s life less stressful.
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