Private Wealth Services Tailored to Your Needs
We combine our professional investment group with experienced trust advisers to support your unique objectives. Regardless of whether our client is an individual, multigenerational family, foundation or endowment, we will serve on an individual, personal and professional level. To learn more, please contact Ross Hansen or call 405.767.7384.
Investment Management and Fiduciary Services
Our entire investment process is the culmination of discipline, focus and our key principles:
- Opportunity - MidFirst Private Bank holds extensive partnerships with Wall Street researchers to understand market dynamics, find managers and identify investment opportunities.
- Diversification - We believe that proper asset allocation can provide the advantages of investment specialties while reducing portfolio volatility.
- Risk Management - Key to the investment process, risk management is the foundation of our investment strategies. It's also ensured during every step of portfolio design.
- Tax Strategies - Tax management is an integral part of the investment process, with sensitivity given to the taxation of different solutions.
- Evaluation - Take comfort in knowing that continuous monitoring and proper rebalancing are built into our investment management process.
Wealth Management:
- Customized investment portfolios to protect and grow your assets
- Fiduciary Services (Trust Admin/Estate Settlement)
- Real Estate/Oil and Gas Management
- Foundation and Endowment Portfolio Management
- Cash Management Portfolio Strategy
- Financial Planning