Bok Financial Private Wealth, Inc.

BOK Financial Private Wealth, Inc. is a registered investment adviser offering investment management and supervisory services, as well as financial planning through its affiliate BOKF, NA. Founded in 1996 as The Milestone Group, Inc., it was acquired by BOK Financial Corporation in 2012. The firm primarily manages advisory accounts on a discretionary basis, tailoring services to individual client needs. The minimum recommended account size is $2.5 million, with discretion to accept lower amounts on a case-by-case basis. As of December 31, 2024, the firm managed over $3 billion in assets. Services include wealth advisory, financial planning, and specialized investment management. The firm's investment strategies are guided by client objectives and risk tolerance, with a focus on diversification and asset allocation. The firm does not charge performance fees and acts as a fiduciary for clients. Clients may request proxy voting services, and the firm engages a third party for proxy voting decisions. Clients are responsible for voting proxies unless they delegate this responsibility. The firm does not foresee any financial issues that would impact client commitments. For further details, clients can contact the Chief Compliance Officer, Mark Marrone.