UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.

Join Us For BOK Financial’s Economic & Market Outlook Call

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & Market Outlook Call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business. Wednesday, April 18, 2018 3:30 p.m – 4:30

Read More

Why You Should Have an Online Social Security Account

In monitoring your Social Security profile, you may help to thwart fraud. February 26, 2018 Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a

Read More

Allocation Changes – UPAL Pooled Fund Models Only

The BOKF Asset Allocation Committee met recently and made a few changes to the tactical asset allocation guidance.  The Committee was of the view that the positive market environment should persist into the new year due to stronger growth.  Fixed income returns will likely remain muted as the Federal Reserve

Read More
  • Gen1 Research
  • Admiral Express
  • The Private Bank – Bank of Oklahoma