First State Investment Advisors Inc

First State Investment Advisors, Inc. is a Registered Investment Adviser based in Tulsa, OK, established in 1996. The firm specializes in providing discretionary portfolio management services with a focus on high-quality, large-cap, and "Blue Chip" securities. They may also invest in municipal and corporate bonds, preferred stocks, ETFs, mutual funds, and government securities. The minimum account size to open and maintain an advisory account is generally $50,000, but this requirement may be waived based on the client's potential for asset growth. For portfolio management services, fees are based on assets under management, ranging from 1.50% to 1.00% annually, with additional charges for bond allocations and fully indexed portfolios. The firm requires discretionary authority to manage client accounts, allowing them to make investment decisions without prior client approval. Clients receive ongoing monitoring of their portfolios and regular performance reviews. The firm's investment strategies include fundamental analysis, charting analysis, technical analysis, cyclical analysis, long-term purchases, and margin transactions. Clients are advised on various investment types based on their financial goals and risk tolerance. First State Investment Advisors does not engage in performance-based fees, side-by-side management, or receive compensation for client referrals. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Personal trading practices are monitored to prevent conflicts of interest. The firm's executives have no disciplinary history, and the Chief Compliance Officer oversees compliance with regulations.