• Senior couple meeting financial advise

FI·DU·CI·ARY

/fi-doo-shi-er-ee/ noun
The audacious idea that a wealth manager should act in its clients’ best interests.

UNBIASED INVESTMENT ADVICE

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

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 judgement is therefore unbiased. We are a fiduciary. Every recommendation is based entirely upon your best interests.

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

DEDICATED PORTFOLIO MANAGER

At Trust Company of Oklahoma, you will have a dedicated portfolio manager responsible for establishing and managing your investments.

Each investor has unique needs and goals that can only be addressed through dedicated,  personal service.

You will always get to speak with your portfolio manager (who is located in Oklahoma and knows you personally), as opposed to being put on hold with an outsourced phone center.

EXPERIENCED AND CREDENTIALED TEAM

  • Our portfolio managers have an average of 20 years of experience in the markets;
  • Our team is comprised of experienced portfolio managers who hold the Chartered Financial Analyst (CFA) designation or are working toward earning that designation;
  • We are committed to maintaining the highest level of professionalism and expertise.

HOW CAN WE HELP YOU?

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

LET’S TALK

Now is the time to make the most of your investments. You’ll learn why, for over 38 years, individuals, families and organizations have trusted us to reach their goals.

© Copyright 2019 - Trust Company of Oklahoma. All Rights Reserved.