BOK Financial Asset Management - About Us (2024)

BOK Financial Asset Management provides comprehensive retirement and investment solutions to both institutional and individual clients. We are a part of BOK Financial Corporation, one of the top 30 largest U.S.-based bank holding companies with $46 billion in assets, and more than $99 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
BOK Financial Asset Management - About Us (2024)

FAQs

What are the core values of BOK Financial? ›

We achieve more together by adhering to our core values: Be known for unwavering integrity; engage, empower, and invest in employees; prepare clients to make better financial decisions, and actively advance the communities we serve. Our culture inspires our entrepreneurial spirit.

Is BOK Financial the same as bank of texas? ›

The company's banking subsidiary, BOKF, NA, operates under the brands Bank of Oklahoma, Bank of Texas, and Bank of Albuquerque, and it operates as BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri.

How big are BOK Financial assets? ›

We are a part of BOK Financial Corporation, one of the top 30 largest U.S.-based bank holding companies with $46 billion in assets, and more than $99 billion in assets under management and custody.

What was the previous name of BOK Financial? ›

CoBiz Bank, Colorado State Bank and Trust and Bank of Arizona were rebranded as BOK Financial.

What does BOK Financial stand for? ›

2016. Mobank and Bank of Arkansas are rebranded as BOK Financial. 2019. TODAY. BOK Financial Corporation has become a premier regional financial services organization whose subsidiaries hold over $40 billion in assets and over $80 billion in assets under management.

Is Bok a fiduciary? ›

BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. It provides a wide array of banking, fiduciary and investment services through our regional bank brands, a broker dealer, four registered investment advisor firms and an electronic funds network.

Where is Bok headquarters? ›

Who owns BOK Financial? ›

Largest shareholders include George Kaiser Family Foundation, Vanguard Group Inc, Ariel Investments, Llc, Dimensional Fund Advisors Lp, BlackRock Inc., Cibc World Markets Corp, Fmr Llc, State Street Corp, Diamond Hill Capital Management Inc, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .

Which bank did Bok merge with? ›

KATHMANDU: Following successful merger between Global IME Bank and Bank of Kathmandu (BoK), their joint operation under the name 'Global IME Bank Ltd' is commencing from January 9, Monday.

How many employees does BOK Financial have? ›

BOK Financial total number of employees in 2022 was 4,791, a 1.7% increase from 2021.

How long has BOK Financial been in business? ›

We began in 1910 as a regional source of capital for the energy industry; we've become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest.

What is the annual revenue of Bok Financial Corporation? ›

BOK Financial annual revenue for 2023 was $3.132B, a 53.9% increase from 2022. BOK Financial annual revenue for 2022 was $2.035B, a 5.15% increase from 2021. BOK Financial annual revenue for 2021 was $1.936B, a 8.32% decline from 2020.

Is Bok a big bank? ›

BOK Financial Corporation is headquartered in Tulsa, Oklahoma with $47 billion of total assets, $20 billion of loans, $39 billion of deposits and $5.4 billion of shareholders' equity as of 30 September 2021.

When did George Kaiser buy Bok? ›

Banking. In 1990, Kaiser bought Bank of Oklahoma out of Federal Deposit Insurance Corporation receivership. Despite BOK's depressed state, it was rich enough to land Kaiser on the Forbes 400 at one stroke.

Is BOK Financial a bank? ›

BOK Financial is a top 25 U.S.-based bank, offering sophisticated wealth, commercial and consumer products and services. Still, we do business one client at a time, focused on delivering thoughtful expertise and tailored advice, because we know that when our clients succeed, we succeed.

Who is Bank of Texas owned by? ›

In September 2009, Bank of Texas, which is part of Tall City Bancshares, Inc. (TCBI), was formed to acquire Kent County State Bank. Our Jayton location, located at 102 N Donaho Ave, in Jayton, Texas, still operates from the old First National Bank Building.

What is the new name for CommunityBank of Texas? ›

Allegiance Bank and CommunityBank of Texas Are Now Stellar Bank.

What is the full name of Bank of Texas? ›

BOK Financial is a top 25 U.S.-based bank, offering sophisticated wealth, commercial and consumer products and services.

Who bought Texan Bank? ›

(Nasdaq: "HBCP") ("Home Bancorp"), the holding company of the 113-year-old Home Bank, N.A. ("Home Bank"), announced the completion of its acquisition of Friendswood Capital Corporation ("Friendswood"), the holding company of Texan Bank, N.A. ("Texan Bank").

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