Professional Assistance with Your Investments
Whether your investment objectives include income, growth or a combination of the two, we can help you take a disciplined approach to investing. Arvest Wealth Management offers individual and institutional investors an opportunity to benefit from the professional skills of affiliated and external investment managers. And you can do it on a cost-effective basis.
With a separately managed account, you enjoy the benefit of a comprehensive consulting process.
Your managed account is a customized portfolio of stocks and/or bonds and cash guided by a professional investment manager. The manager buys and sells stock and/or bonds for your portfolio on your behalf.