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Private Wealth

Investment Management

A Personalized Approach to Your Investment Goals

By understanding what money means to you and the purpose you want it to serve, we can set an appropriate investment objective and help you work towards your long-term goals.

Our Investment Philosophy

Asset Allocation: The Core of Our Portfolios

To ensure long-term investing success, we employ an in-depth process that seeks to increase investment return potential while managing risk.

Risk Management Through Broad Diversification

Our portfolios provide diversification by investing across multiple asset classes, market segments, investment style and strategies. *

  • Asset Classes

    Portfolios are allocated among stocks, bonds, cash, and alternative investments.

  • Market Segments

    Portfolios are diversified across domestic and international markets.

  • Market Sectors

    Portfolios include a mix of small-, mid-, and large-cap stocks, short- and long-term bonds and government and corporate bonds.

  • Investment Styles

    A mix of value and growth stocks, high-quality and high-yield bonds and global bonds.

  • Management Strategies

    Portfolios are diversified across passive and active managers.

* This is not representative of all portfolios. Portfolios are customized for each client and many factors are taken into consideration; thus some portfolios will have broader diversification than others.

Specialized Investments and Asset Management

You can rely on our experienced professionals to respect your goals, and recommend effective, personalized investment strategies.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.

Arkansas

Private Banking
918-293-7575

Fiduciary Services
918-293-7583

Investments
918-293-7572

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information


Arizona

Private Banking
480-596-4337

Fiduciary Services
480-596-4322

Financial Planning
480-596-4343

Investments
480-596-4343

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information


Colorado

Private Banking
303-863-4417

Trust Services
303-864-7260

Financial Planning
303-524-3157

Mineral Management
918-779-6616

Real Estate Services
303-864-7267

Wealth Management
303-539-0089

Additional Contact Information


Kansas | Missouri

Private Banking
913-307-1821

Fiduciary Services
913-307-1842

Investments / Financial Planning
913-234-6659

Mineral Management
918-779-6616

Real Estate Services Statewide
913-307-1849

Additional Contact Information