®: Intuitive investing at your fingertips-->" class="position-absolute object-cover max-h-full " loading="lazy" />
Simplify your investing journey with InvestOn by BOK Financial Advisors
Learn More
We know long-term goals are more than abstract dollar amounts. They are dreams and ambitions for your family, your business and your legacy. That’s why we get to know you and what’s important to you. It’s the best way to manage and help preserve your wealth — and take care of your tomorrow.
Ways to work with us
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.
Private Wealth Management
We take a personal approach with our clients. It’s supported by a comprehensive offering of services designed to manage and protect your considerable wealth. Its foundation is built on trust, earned over time.
Wealth Management isn’t an add-on service for us. Our first client came to us in 1918, and that relationship is still with us today.
Online access puts a wealth of information at your fingertips
Available on your desktop or as a mobile app, BOK Financial’s Online Access allows you to view all your accounts, including investments, checking, savings, mortgage and more. Easily accessible, day or night. You can even link external accounts and manually track assets like mortgages and alternative investments, to see your net worth and full financial picture in one convenient location.
Market Commentary
If, or when, will we see a soft landing?
Soft landings—when the Fed slows the economy enough to bring down inflation without causing a recession—are relatively rare events. However, that just may be the path we’re on, explains BOK Financial Chief Investment Officer Brian Henderson.
Falling rates one of multiple factors impacting investments
BOK Financial Chief Investment Officer Brian Henderson provides five insights into stocks, bonds and the economy in this new environment.
2024 Midyear Outlook
Entering the second half of 2024, the U.S. economy remains resilient despite high interest rates. However, uncertainties persist, including the timing of the Fed’s first rate cut and the impact of the upcoming presidential election. BOK Financial’s investment management team has compiled valuable insights on these topics and more, which are available through a short video, online articles, and a downloadable report.
How do the Fed decisions affect me?
The Federal Reserve raises and lowers rates to balance full employment and price stability for the U.S. economy. Here, we break down what those rate changes mean for each of our finances—and how the changes work to slow or accelerate the economy.
Insights and Resources
Exploring the deeper effects of more tariffs
Potentially more US production but higher prices and less global cooperation expected
Have we lived through the first ‘global election?'
Post-election webinar: Navigating the path ahead
Rate cut expectations shift post-election
Strong economic growth may allow the Fed to slow rate cuts
What’s ahead for the U.S. dollar?
Stronger dollar could be headwind for U.S. companies exporting goods
‘Soft landing’ for the economy could be a year away ... if it comes
Fed announces 0.25% cut as they work towards a neutral Federal Funds rate
Generating profits from AI will take time—and patience
Some mega-cap tech companies’ spending initiatives have investors on edge