Our approach to investment management focuses on helping accumulate, manage, protect and grow wealth to meet your immediate and future needs. We think of a portfolio in terms of its purpose and its relation to the entire estate. The purpose of a particular portfolio may be to fund the purchase of a retirement home, or to provide income during retirement, or to fund a business expense.
Mutual Funds
Participate in the market with investments that are diversified and professionally managed. Each fund differs in objective, strategy, risk, volatility, fees and expenses.
Wealth Management
Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.
Whether you're just starting to think about retirement or are already retired, we can help you plan for your non-working years. The first step in planning for your future begins with an evaluation of your retirement objectives. Take advantage of a consultation from one of our Client Advisors. We'll work with you to help develop a strategy to fit your future goals
Annuities
Meet your long-term and retirement goals with insured monthly payments. The three types of annuities are: Fixed, Immediate and Variable.
Long Term Care
Protect your financial future and peace of mind with insurance that covers death, disability and/or long-term care.
Asset Management
We look after your best interests. In coordination with your personal attorney and tax advisor, we administer trusts and coordinate asset management, working with your other advisors as needed, to implement an effective financial management program that meets your goals, expectations and long-term wishes.