Our wealth management strategy is focused on long-term investment results rather than short-term trends. Clients have access to several asset management options for portfolios managed on a discretionary basis. We offer internally managed portfolios, where all allocation decisions are made by Wealth Oklahoma’s financial advisors, and also provide a full suite of externally managed portfolios through our partnership with Raymond James. We work with clients locally in Tulsa and nationwide to determine the most suitable portfolio options based on their income needs, risk tolerance, and total return goals.
The Equity Value Portfolio and The Equity Income Portfolio comprise individually selected stocks reflecting a value-based approach. We seek out undervalued stocks in durable businesses with competitive advantages and only invest in businesses we understand and believe we can confidently assess. These are typically large, established companies with a proven track record. Each portfolio includes 25 to 30 stocks.
For broader diversification, our strategic programs comprise a broad range of securities through Exchange-Traded Funds (ETFs) and Closed-End Funds (CEFs). Containing a mix of equity and fixed-income investments, The Strategic Income Portfolio aims to deliver an attractive yield on investments, balancing steady income with risk management. The Strategic Equity Portfolio offers broad exposure to both domestic and international equity markets but is weighted more heavily toward domestic equities.
At Wealth Oklahoma, our financial advisors understand that each client has unique needs, goals, and risk tolerances, which is why each Fixed-Income Portfolio is customized to fit you. We invest in a broad spectrum of high-quality, domestic investment-grade securities, including Treasuries and certificates of deposit, as well as municipal, corporate, and U.S. government agency debt. Our focus is on higher-grade instruments and those with shorter durations.
For clients with a Managed Balanced Portfolio, we allocate a proportion to one of our internally managed Equity Portfolios and the remainder to higher-grade Fixed Income instruments.
