About Us

BOK Financial Asset Management is a registered investment advisor (RIA) that provides comprehensive retirement and investment solutions to both institutional and individual clients. We are a part of BOK Financial Corporation, one of the top 25 largest U.S.-based bank holding companies with $31 billion in assets, and more than $60 billion in assets under management and custody. Our experienced staff of investment consultants and retirement plan specialists ensures our clients’ success.

Investment Philosophy

Our philosophy is simple, we want to help our clients retire well. This is achieved through a disciplined investment process. We believe in independent fundamental research that goes beyond traditional methods. Diversification is the focal point of our process. Our team of investment professionals are dedicated to an academically and mathematically rigorous process that employs the leading edge principles in asset management.

Experience

BOK Financial Asset Management’s commitment to our clients is distinguished by our employees. Our highly educated staff averages 17 years of retirement plan expertise. Our team includes: Economists, CFP’s, CPA’s, ERISA attorneys, an Enrolled Actuary and certified retirement plan specialists.


Corporate Retirement Plans

We are a one source solution for 401(k), Profit Sharing, Money Purchase, 403(b), Defined Benefit, Cash Balance, ESOP and Non-Qualified Plans. Our solution includes:

  • Investment Advisory
  • ERISA Co-Fiduciary
  • Participant Education Expertise
  • Record-keeping/Compliance
  • Plan Design Consulting

Individual Wealth Management

We provide our clients with a solution that meets their needs today, next year and for years to come. This is accomplished through disciplined investment management and comprehensive wealth planning.

  • Tailored Strategic Allocations
  • Tailored Tactical Allocations
  • Tax Sensitive Strategies