Professional Assistance with Your Investments
No matter what your investment objective is, 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 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 trades your portfolio on your behalf.