• Senior couple meeting financial advise

Investment Management

Trust Company of Oklahoma is an independent, privately-owned firm. We are not affiliated with brokers/dealers or owned by any other financial institution.

WEALTH MANAGEMENT ADVISORS

Unlike many investment firms, we do not sell proprietary products, which create inherent conflicts of interest. We do not receive commissions, 12b-1 fees, sales charges, or any compensation from mutual funds as a result of our investment decisions. Our judgment is therefore unbiased.

We are a fiduciary. As a fiduciary, we are held to the highest ethical standards. Both our investment philosophy and our personalized investment recommendations are based entirely upon doing what is in your best interest. Every recommendation is based entirely upon your best interests. And let’s be honest, good advice makes a difference!

Our leadership team will continually monitor your investments, listen to your goals, and adhere to best practices of conduct.

HOW CAN WE HELP YOU?

INVESTMENT PORTFOLIO MANAGEMENT

UNDERSTAND YOUR NEEDS
SET GOALS & ASSET ALLOCATION
MEASURE PROGRESS TOWARD GOALS
CUSTOMIZED PORTFOLIO
MANAGEMENT & REBALANCING

EXPERIENCED INVESTMENT TEAM

With Trust Company of Oklahoma, you will have a dedicated portfolio manager in Tulsa or in Oklahoma City responsible for establishing and managing your investments.

You will always get to speak with your portfolio manager, as opposed to being put on hold with an outsourced phone center.

We are committed to maintaining the highest level of professionalism and expertise. Our investment team is comprised of eight portfolio managers who hold the Chartered Financial Analyst (CFA) designation or are working toward earning that designation.

INVESTMENT MANAGEMENT SERVICES

Our portfolio managers have an average of 20 years experience in the markets. Because every investor is different, we believe every portfolio should be tailor-made to your unique circumstances. While we continue to take advantage of new investment options, we will always be guided by our core investment principles:
  • Manage risk
  • Customize portfolios
  • Diversify with purpose
  • Costs matter
  • Disciplined, long-term focus
  • Independence
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