Oil & Gas and Real Estate Management
As a local, fiduciary partner, we provide comprehensive financial oversight, ensuring your wealth is managed strategically, protected ethically, and positioned for generations of growth.
Strategic, research-driven portfolio management focused on achieving long-term objectives while prudently managing market risk.
Specialized administration and oversight for non-traditional holdings like private equity, hedge funds, and sophisticated investment products.
Creating a clear roadmap for transferring wealth efficiently, minimizing tax liabilities, and establishing a lasting family legacy.
Comprehensive modeling and management to ensure sufficient cash flow and security throughout your retirement years.
Serving as a neutral, professional Executor to handle complex estate administration, probate, and legal compliance with impartiality.
Managing and distributing assets within irrevocable and charitable trusts, adhering strictly to fiduciary duties and trust instruments.
Investment Managers Holding the CFA Designation
Founded in 1981, we are Oklahoma’s oldest independent trust company.
Assets Under Management
We provide the specialized administration required to properly value and manage these unique assets within trusts and estates.
Meticulous collection, processing, and accounting for all royalty income and payments.
Professional evaluation and negotiation of new leases, assignments, and contracts to maximize value and protect your mineral interests.
Ensuring all holdings remain compliant with state and federal energy and environmental regulations for fiduciary protection.
Our team provides professional, end-to-end management for all forms of real property, from rentals to ranches, ensuring both preservation and strategic disposition.
Managing the listing, negotiation, and sale of properties within estates or trusts to maximize net proceeds for beneficiaries.
Oversight of residential and commercial rental properties, including tenant relations, maintenance, and lease administration.
Professional appraisal coordination and diligent management of property tax payments and assessments across all holdings.
Our dedicated team combines advanced credentials with a local, neighborly approach to create genuine, long-term relationships.
Read expert perspectives on disciplined asset allocation, multigenerational wealth transfer, and proactive estate planning to help you navigate financial complexity.
Schedule a confidential consultation to discuss your specific goals and discover the clarity that comes from working with a dedicated fiduciary partner.