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

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

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Our Latest.

IRA: Why, When & How Often?

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September 13, 2019

Karen Ellis provides important guidance on when to withdraw funds from your IRA. While withdrawal may seem like an easy task, you may find yourself paying more in taxes than necessary.

KFOR: Joe Ray Represents Sunbeam Board in Surprising Educator with MVP Award

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September 6, 2019

Senior Vice President & Manager of the Oklahoma City Region Joe Ray was honored to represent the Sunbeam Family Services board of directors in presenting educator, Paula Gates with the Express Employment Professionals MVP Award for Excellence.

The Risk Of Negative Interest Rates In The U.S. - Bob's Market Observations

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September 5, 2019

Understand the risk of negative interest rates in the U.S.

Jordan Hunt and Philip Mock Earn CFA® Designation

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September 3, 2019

TCO proudly announces that investment officer Jordan T. Hunt and senior vice president Philip D. Mock earned the Chartered Financial Analyst designation.

Don't Judge A Book (Or A Nursing Home) By Its Cover

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August 15, 2019

Selecting an assisted living facility for a parent or grandparent is not an easy job. Understand a few key components to ensure quality care and happiness for your loved ones.

Tulsa World: Jim Savage and Tracey Sealy Join Trust Company of Oklahoma

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August 12, 2019

We are pleased to announce that Jim Savage and Tracey Sealy joined our team as a senior vice president in the Investment Management division and marketing officer in the Corporate division, respectively.