Articles

Is A Managed Portfolio Right For You?
June 9, 2017

Do you lack the time or expertise to build a well-diversified portfolio that meets your long-term goals? Would you like professional help with your investment decisions?

7 Questions To Ask Your Financial Advisor
June 9, 2017

Your financial advisor is your guide as you plan for retirement. Meeting with your advisor is an excellent opportunity to review your goals and find ways to strengthen your financial plan. Asking your advisor some smart questions keeps you engaged and informed in the planning process—and will ultimately help you find opportunities. Here are seven questions worth asking:

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BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc. each an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser.

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