Properties (73)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:affiliatedWith |
gptkb:BOK_Financial_Corporation
|
| gptkbp:dedicatedTo |
Client Success
Continuous_Improvement |
| gptkbp:foundedIn |
1996
|
| gptkbp:has |
gptkb:Certified_Financial_Planners
Investment Research Financial Analysts Financial Models Compliance Officers Investment Policies Client Portfolios Client Education Programs Portfolio Managers Investment Advisors Client Relationship Managers Client Satisfaction Programs Investment Committees Client Feedback Mechanisms Wealth Advisors Investment Performance Metrics Financial_Planning_Tools Financial_Technology_Solutions Investment_Strategies Risk_Management_Services Client_Advisory_Boards |
| gptkbp:has_a_focus_on |
Long-term Financial Goals
Holistic_Financial_Planning |
| gptkbp:headquarteredIn |
gptkb:Tulsa,_Oklahoma
|
| https://www.w3.org/2000/01/rdf-schema#label |
BOKF Wealth Management
|
| gptkbp:is_a_member_of |
Professional_Associations
|
| gptkbp:is_committed_to |
Ethical Standards
Client Privacy |
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission
gptkb:Financial_Industry_Regulatory_Authority |
| gptkbp:is_involved_in |
Community Engagement
Risk Assessment Sustainable Investing Client Advocacy |
| gptkbp:is_known_for |
gptkb:Innovative_Wealth_Solutions
Comprehensive Wealth Solutions Personalized_Wealth_Management_Solutions |
| gptkbp:is_part_of |
gptkb:BOK_Financial_Services
|
| gptkbp:is_recognized_for |
Industry Awards
Client-Centric_Approach |
| gptkbp:offers |
Retirement Accounts
Trust Services Alternative Investments Real Estate Investment Services Cash_Management_Services Family_Office_Services Insurance_Services Investment_Advisory_Services Financial_Planning_Services Financial_Wellness_Programs Investment_Management_Services Wealth_Transfer_Strategies Philanthropic_Services |
| gptkbp:partOf |
gptkb:BOK_Financial_Corporation
|
| gptkbp:provides |
Estate Planning
Financial Reporting Investment Education Retirement Planning Tax Planning Market Analysis Market Insights Financial Literacy Programs Investment Policy Statements Wealth Management Insights Tax_Compliance_Services |
| gptkbp:serves |
Individuals
Families Institutions |