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Personal Investment Services

We have a passion for sound investing. More importantly, we have a passion for understanding your life’s ambitions. Let’s navigate the path to your future goals, together.

Work with us through a dedicated financial advisor or open an InvestOn digitally managed account.

Dedicated Financial Advisor

No matter what your goals are for the future, you need the right partner to help you get there. We’ll help manage, grow and preserve your wealth today while also considering the impact it can have for years to come.

Learn More Schedule an Appointment

InvestOn: Digital Managed Account

A managed account for those who want a simple, “hands-off” approach to investing!

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News and Insights

Does your “financial house” need a remodel?

Does your “financial house” need a remodel?

Thanks to inflation, this year's annual meeting with your financial advisor is even more important than usual

January 13, 2023 5 min read

Do you have a plan for your long-term care?

Do you have a plan for your long-term care?

7 in 10 retirees will need it; cost of care increasing exponentially

January 6, 2023 5 min read

IRS ups the 401(k) game for 2023

IRS ups the 401(k) game for 2023

A 10% increase due to inflation means you can put more away throughout the year

January 4, 2023 3 min read

Re-running the numbers

Re-running the numbers

Large 2023 hike in Social Security benefits plus revised Medicare premiums prompt recalculations

December 19, 2022 5 min read

Inflation fears force some to rethink retirement

Inflation fears force some to rethink retirement

Current situation may trigger more to delay or consider a phased approach

August 25, 2022 4 min read

A decade-by-decade guide to retirement planning

A decade-by-decade guide to retirement planning

From your 20s to your 60s, what to do to make sure you’re prepared

July 21, 2022 6 min read

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Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Investment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.