INVESTMENT MANAGEMENT

Trust Company of Oklahoma has been successfully investing client assets for over 35 years. We work with you to develop an integrated long-term investment plan, tailored to your needs and desires, that is adjustable as your life changes. Our professionals will always manage your investments with your goals in mind, and with the discretion and integrity you expect.

Your Investment Priorities

Because every investor is different, we believe every portfolio should be tailor-made to your unique circumstances.

Investment Management Services

Our portfolio managers have an average of 20 years experience in the markets. 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

Fiduciary Financial Advisors

As a fiduciary, we are held to the highest standards. Our investment philosophy is built on the foundation of always doing what is in your best interest.

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.

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

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