Investment Management
As a fiduciary, we are held to the highest ethical standards, always acting in your best interest.
We believe every portfolio should be custom-made to your unique circumstances and financial goals.
Our portfolio managers average 20 years of experience and each hold the Chartered Financial Analyst® designation.
As a fiduciary, we are held to the highest ethical standards, always acting in your best interest.
Our investment philosophy is guided by core principles that focus on long-term growth and stability, not short-term fads.
We reduce risk and enhance returns by ensuring an appropriate mix of asset classes, from stocks to bonds and cash.
We design portfolios to achieve your return objectives while balancing risks to achieve the least amount of turbulence.
We follow a disciplined process built on objectivity and a commitment to your long-term success.
We focus on your total return after taxes. Our managers proactively structure your portfolio to minimize tax impact and preserve more of your wealth. By coordinating with your outside tax professionals, we ensure your investment strategy remains efficient and accounts for your specific income and estate tax considerations.
Investment expenses can significantly affect your long-term financial goals. We prioritize using institutional share classes and no-load mutual funds with costs well below industry averages. Our independent status allows us to avoid expensive proprietary products, ensuring that more of your capital remains at work for you.
Our relationship relies on total clarity and objectivity. We follow a strict fee-only model and never accept commissions or hidden incentives from mutual fund companies. You receive straightforward reporting that shows exactly how your assets perform and the precise cost of our services, with no conflicts of interest.
Our portfolio managers have deep market experience, long enough to see many investment fads come and go. While we take advantage of new investment options, we remain guided by our core investment principles.
While some investments are safer than others, all investments involve some type of risk. Our goal is to design portfolios that achieve your return objective while balancing risk to minimize undesired risk. In other words, we strive to maximize your return for a given level of risk. The amount of risk you are comfortable with drives every decision we make in your underlying investment.
Managing customized portfolios requires more time and attention to detail on our part, but we believe the benefits for you are significant. For example, if you are an energy executive with a highly concentrated energy stock position, we would provide a customized solution to mitigate that exposure. Similarly, if you are a high-income retiree, we might tailor your portfolio to reduce taxable income exposure by allocating to tax-exempt bonds. In every case, each client has unique circumstances that can only be addressed through individualized portfolio management.
Diversification reduces market risk and, when used properly, enhances returns. At the highest level, this means having an appropriate asset allocation; the mix among stocks, bonds, and cash. At a deeper level, we also achieve diversification across sub-asset classes. For example, in an equity portfolio, we invest in small-cap and international stocks in addition to large-cap stocks.
With Trust Company Oklahoma, you will have a dedicated portfolio manager in Tulsa or in Oklahoma City responsible for establishing and managing your investments.
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Strategic Wealth Management
Let us design a fully customized portfolio that reflects your unique goals, risk tolerance, and time horizon. We’ll ensure you have complete transparency and a clear understanding of every investment decision we make.