We manage money for non profit organizations. Our services begin with listening to clients and refining their investment goals and then working with them to develop the Investment Policy Statement that meets their goals and their risk tolerance.
Once the Investment Policy is finalized we implement the strategy after choosing best in class managers to invest the money. From there it is about comparing returns to goals and communicating results with the board.
We are locally owned, civic minded and the oldest independent trust company in Oklahoma.
At Trust Company the customer always comes first and we strive to be the gold standard in terms of client service. We also value and respect our employees which allows us to attract the brightest talent and that gives us outstanding results in helping customers meet their goals.
Customers receive custom portfolios designed to meet their specific needs while constraining risk to acceptable limits based upon their tolerance.