You’re Invited: BOKF Economic and Market Outlook Call

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Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and 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.    Conference Call Details: Wednesday, October 8, 2014 3:30 p.m. – 4:30 p.m., Central Conference Call: 1-888-317-6003 Participant Elite Entry Number: 1627815  Participants will need the Elite Entry number to join the conference call. *Click HERE to save the meeting to your Microsoft Outlook calendar.* Web Presentation: On Wednesday, October 8, visit www.bokf.com and…

Important Notice of WealthBuilder Program Changes

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September 19, 2014 Please be advised that changes will be made to certain investment strategies of the WealthBuilder Program this week. The changes are summarized in the PDF attachment below. Keep in mind that the changes will be implemented on the strategy level. Actual trades might vary in each account, depending on the account size and cash flows. BOKF has discretion to make the planned changes to the investment of WealthBuilder accounts. Notice WB Changes 914 (47 kB)

Changes to UPAL Alternative Investment Fund

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Please be advised that changes will be made to the UPAL Alternative Investment Fund this week. The BOKF Asset Allocation Committee recommended reducing the allocation to PIMCO All Asset and increasing the allocations to iShares S&P Global Infrastructure ETF and Diamond Hill Long Short. These changes bring the allocations within the UPAL Alternative Investment Fund more in-line with the Committee’s views regarding equities and fixed income. After the changes are implemented, the Fund will have a slightly higher allocation to higher volatility alternative investments, instead of lower volatility alternative investments. …

Capital Markets & Economic Review 2nd Quarter 2014

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Capital Markets and Economic Review 2Q14 (268 kB)

You’re Invited: BOKF Economic & Market Outlook Call

Date:

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and 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.    Conference Call Details: Wednesday, July 9, 2014 3:30 p.m. – 4:30 p.m., Central Conference Call: 1-888-317-6003 Participant Elite Entry Number: 5351786  Participants will need the Elite Entry number to join the conference call. *Click HERE to save the meeting to your Microsoft Outlook calendar.* Financial Focus:  “Principal Preservation” Presented by Mike…

MAP Target Date Funds Glide Path Enhancements

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MAP Target Date Funds Glide Path Enhancements (279 kB)

Exclusive Mortgage Opportunity for UPAL Members from Bank of Oklahoma

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The Private Bank at Bank of Oklahoma presents UPAL members with exclusive mortgage offers designed to help you save money. We recognize the particular financing needs for those in the medical profession. You will receive the following benefits: $500 off closing costs* Free approvals and pre-qualification Free automatic draft of your mortgage Wealth Management Services The Private Bank at Bank of Oklahoma is privileged to be the preferred provider of banking services to the UPAL organization. We are pleased to offer full-service banking benefits to all UPAL members. With deposit…

The StartRight Mobile App Is Here

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View your retirement plan account on the go. Go mobile with the FREE StartRight mobile app from the App StoreSM or Google PlayTM  today. With the Start Right mobile app, you can access your retirement plan account whenever and wherever – it’s fast, easy and secure. •  View your account at a glance •  Monitor balances and investment selections •  Get your personal rate of return •  Review your contribution rates •  And more If you have any questions, please contact a Participant Services Representative at 800.876.9557 or email startright@bokf.com….

BOK Financial Economic & Market Outlook Call

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Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and 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. Conference Call Details: Wednesday, April 16, 2014 3:30 p.m. – 4:30 p.m., Central Conference Call: 1-888-317-6003 Participant Elite Entry Number: 5180468 Participants will need the Elite Entry number to join the conference call. *Click HERE to save the meeting to your Microsoft Outlook calendar.* Financial Focus: “The Visible…