Investment management firms in Oklahoma invest equities, income securities, real estate and derivative products. Oklahoma investment management firms are the customers that represent the "buy side" of the investment business while investment bankers are on the "sell side."

Oklahoma investment companies categorize themselves by the type of asset they manage. An Oklahoma investment firm may dedicate itself to a specific client base while others serve all client types, including businesses that have assets to invest.

You must be able to identify the following three basic types of investments when you select an Oklahoma investment firm:

1. Hedge funds typically invest in public securities or their financial derivatives and come from members of private partnerships. An investment company in Oklahoma may use many strategies for making a profit.

2. Mutual funds typically come from individual investors that do not have a high net worth. Oklahoma investment management firms combine the individual contributions and invest them as a single asset.

3. The basis for institutional funds is pensions, endowments and foundations for non-profit organizations. This type of OK investment management firm must adopt a more conservative investment strategy than for mutual funds.

Action Steps
The best contacts and resources to help you get it done

Locate investment management firms in Oklahoma that seek long-term results

Creating a highly diversified portfolio to minimize the risks is the goal for investment firms that seek long-term gains. Investment management in Oklahoma should pick stocks with a high earnings potential and a value that is not reflected in their current prices.

I recommend: Use Prudential for a variety investment management services, including retirement planning. You can find an agent in your area by entering your zip code or city and state at Prudential’s website. The Service Employees International Union is the fastest growing union in North America and promotes several investment firms in Oklahoma that specialize in retirement planning.

Select investment management in Oklahoma that caters to wealthy investors

Wealthy clients often need an investment plan customized to their unique needs. An investment management firm with experience working with affluent clients will work closely with their financial advisers to increase each client's worth over the long-term.

I recommend: Country Financial has specialized experience in serving clients who have attained sudden wealth. You can find the nearest agent with a search form on Country Financial's site. Wealth management is one of the core businesses of Wachovia. You can locate its nearest financial center by entering your city and state or zip code on its website.

Select Oklahoma investment companies to support local businesses

Local money managers are best able to select the businesses in your area in which to invest your funds. That local knowledge will put your money to good use, not only increasing your own worth, but helping other local business owners expand and prosper as well.

I recommend: Capital Advisors in Tulsa uses a core growth approach to build diverse portfolios for their investors. Personal Financial Solutions in Stillwater is an investment adviser that specializes in individuals and families.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should use the type of invested assets to predict the performance of long-term investments. For example, Oklahoma investment services usually hold that the investment of equities produces a higher return than bonds, which in turn are more profitable than cash. Financial theory predicts this because equities have a higher risk than bonds, which are more volatile than cash.