The Trust Company of Oklahoma
Oklahoma owned and locally managed, The Trust Company of Oklahoma is the largest independent trust company in the state with more than $2.4 billion in assets under administration. Because of our independent status, the company’s professionals are free to make their decisions and recommendations based solely on the client’s interests.Members of the staff, most of whom gained extensive experience as senior officers of bank trust departments, are experienced and knowledgeable. Their decisions are based on a wide knowledge of investment options, sound investment policies, and an awareness of and responsiveness to changing situations. Dedicated to service, performance, independence, safety and confidentiality, The Trust Company prides itself on a personal relationship with each client. Open communication, careful recordkeeping and frequent consultation ensure that the clients and their trust officers agree on any strategy undertaken. The Trust Company of Oklahoma’s investment approach is one of careful analysis of future trends, constant reassessment of the factors affecting securities and an attitude of healthy skepticism.
Areas of Focus
• High Net Worth Individuals
• Corporate EB Plans
• Trusts/Foundations
• Charitable Groups
• Guardian/Conservator
Services Offered
• Investment Management Services
• EB 401(k) plans
• Estate Planning
• Trustee of Trusts
• Retirement Planning