Trust Co. of Oklahoma
Trust Company of Oklahoma is the oldest and largest independent trust company in Oklahoma, founded in 1981. The firm is headquartered in Tulsa, with operations in Oklahoma City, and specializes in asset protection, investment management, retirement planning, and providing unbiased financial advice. The company serves individuals, families, and organizations, including 401(k) and retirement solutions. Its team includes attorneys, CFAs, CPAs, Certified Trust and Financial Advisors, Certified Financial Planners, and other credentialed professionals. The firm is privately-owned, employs approximately 83 people, and is recognized for its fiduciary focus and tailored solutions for clients in Oklahoma and throughout the United States.
Investment Strategy
Trust Company of Oklahoma operates as a fiduciary, maintaining independence from brokers, dealers, and other financial institutions, and does not sell proprietary products nor receive commissions or fees from mutual funds. The firm provides personalized investment management, tailoring each portfolio to the client's unique needs, objectives, and changing circumstances. Investment decisions are made solely in the client's best interest, based on sound investment policies and a wide range of options. Their philosophy is grounded in ethical standards, ongoing monitoring, and unbiased advice, aiming to grow clients' lifetime savings and secure retirement outcomes.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD TECHNOLOGY ETF | 13.47% | $45.5M | 60,973 | $325.23 | $746.63 | +$5.4M |
S SPY | SPDR S&P 500 ETF TRUST | 6.89% | $23.3M | 34,947 | $430.58 | $666.18 | +$1.1M |
V VFH | VANGUARD FINANCIALS ETF | 5.41% | $18.3M | 139,311 | $62.11 | $131.24 | +$818.8K |
A AAPL | APPLE INC | 4.99% | $16.9M | 66,178 | $119.37 | $254.63 | +$3.3M |
V VCR | VANGUARD CONSUMER DISCR ETF | 3.93% | $13.3M | 33,512 | $240.87 | $396.15 | +$1.3M |