Bok Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. is a subsidiary of BOK Financial Corporation and operates as an SEC-registered investment adviser based in Denver, Colorado. The firm specializes in wealth management, financial planning, and investment advisory services for high net worth individuals, families, and select institutional clients. Founded originally as Milestone Group, Inc. before its name change, the firm currently counts 33 employees. BOK Financial Private Wealth leverages the resources and expertise of its parent company, serving clients through a tailored and fiduciary-focused approach.
Investment Strategy
BOK Financial Private Wealth emphasizes long-term investment planning, client-specific portfolio construction, and prudent risk management. Their approach is built around understanding each client’s financial objectives to deliver personalized investment strategies. The firm applies broad diversification, professional management, and rigorous oversight, aligning investment solutions to each client’s goals and tolerance for risk. The strategy combines objective advice, proactive communication, and disciplined process to navigate market cycles and achieve sustainable results for their clients, primarily high net worth individuals and families.
Top Holdings
Equity Positions (416)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 19.23% | $288.3M | 506,010 | $357.12 | $568.03 | +$35.1M |
V VUG | VANGUARD INDEX FDS | 11.72% | $175.7M | 400,378 | $216.37 | $438.40 | +$27.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.67% | $129.9M | 2,279,124 | $48.74 | $57.01 | +$60.8M |
V VTV | VANGUARD INDEX FDS | 6.86% | $102.9M | 578,839 | $125.06 | $176.74 | +$3.3M |
I IJH | ISHARES TR | 5.40% | $81.0M | 1,305,320 | $42.69 | $62.02 | +$683.5K |