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Showing 1 - 5 of 5 results
CHARTMARK INVESTMENTS, INC.
CHARTMARK INVESTMENTS, INC.
Tulsa, Oklahoma
1-24 employees
ChartMark Investments, Inc. is a registered investment advisor providing portfolio management, investment consulting and financial planning solutions to individuals, small businesses and institutions. We focus on portfolio management services including securities selection and trading, investment policy development and asset allocation. In addition, we maintain strategic alliances with financial and legal professionals to coordinate and deliver a wide range of investment services for our clientele. 
Retirement Benefits Rank
Below Market
THE LEGACY FINANCIAL GROUP INC.
THE LEGACY FINANCIAL GROUP INC.
Tulsa, Oklahoma
1-24 employees
Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. We do not believe in traditional active investment management practices such as stock picking and market timing. Legacy was founded to provide a Successful Investment Experience to empower you to reach your goals. A Successful Investment Experience results from owning a Broadly Diversified Global Portfolio. It is inherently designed to weather market downturns and to capture the growth generated by market upturns. Our relationships are established upon Trust and Integrity. In other words, the investment philosophy works and we will place your best interest first. We serve individuals, business owners, trustees, and foundations
Retirement Benefits Rank
Market Competitive
WATERSTONE PRIVATE WEALTH MANAGEMENT
WATERSTONE PRIVATE WEALTH MANAGEMENT
Owasso, Oklahoma
1-24 employees
Have you planned for retirement? We’re one of Tulsa’s premier #Investment Couple. Featured Nationally on FOX Business News, Wall Street Journal, CNBC & more! With more than 12 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree’s. In other words, we’ve got your back. Services include: Asset Management Retirement Planning Insurance Estate Planning 401k Rollovers Specialized Services for: Retirees Business Owners Executives Physicians Client Base Includes: Individuals Families Small Businesses Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info'​ section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.
Retirement Benefits Rank
Below Market
WARBURTON CAPITAL MANAGEMENT L
WARBURTON CAPITAL MANAGEMENT L
Tulsa, Oklahoma
1-24 employees
At Warburton Capital, we help our clients make work optional and maintain that status. We are independent, fee-only, fiduciary advisors who bring years of experience to bear on every aspect of your financial life. We view true Wealth Management as beginning with a Disciplined Consultative Process to determine a clients values, needs, goals, resources and obligations. Armed with this information we assist in making Smart Financial Decisions and Coordinating the Advanced Planning necessary to achieve complete and comprehensive advanced planning.
Retirement Benefits Rank
Market Competitive
TAYLOR BASDEN & ASSOCIATES, LLC
TAYLOR BASDEN & ASSOCIATES, LLC
Jenks, Oklahoma
1-24 employees
• Oversee daily activities, budgets, and schedules of all staff members including hiring and training on systems; Salesforce, Redtail, Adviceworks• Maintain computer systems, website design and compliance, and electronic filing system of client documentation• Generate and process account documents and process distributions• Participate in compliance audits of all systems and employees• Develop operational procedures that create a positive, efficient work environment• Create new marketing strategies to define the company's image and objectives
Retirement Benefits Rank
Market Laggard