Investment Planning

Helping You Reach Your Goals,
One Investment at a Time

You have goals for yourself, your family and your business. Growing your assets with investments can help you reach those goals more quickly. Our advisory team will assist you in designing an investment plan reflecting you and your investment style, as well as your current circumstances and future goals.

Investment planning services from Arvest Wealth Management.

 

  • Portfolio Building – We meet your needs with a mix of investment vehicles, including stocks, bonds, exchange traded and mutual funds, and annuities.
  • Asset Allocation – We develop an investment strategy and create a balanced portfolio based on your risk tolerance, goals and investment horizon.
  • Rebalancing – We make adjustments to bring your asset allocation back into line as necessary.
  • Review – We meet with you to discuss any new events or changes in your life or the economy that may require us to make investment strategy or portfolio adjustments.

Experienced portfolio building, strategic asset allocation and disciplined account management are the skills that help our team of investment professionals become our customers’ most trusted advisors.

FIND A CLIENT ADVISOR

CONNECT WITH OUR FINANCIAL ADVISORS

  • Find your local arvest branch
Investment Planning
Investment planning services from Arvest Wealth Management.
Helping You Reach Your Goals, One Investment at a Time

You have goals for yourself, your family and your business. Growing your assets with investments can help you reach those goals more quickly. Our advisory team will assist you in designing an investment plan reflecting you and your investment style, as well as your current circumstances and future goals.

FIND A CLIENT ADVISOR
  • Portfolio Building – We meet your needs with a mix of investment vehicles, including stocks, bonds, exchange traded and mutual funds, and annuities.
  • Asset Allocation – We develop an investment strategy and create a balanced portfolio based on your risk tolerance, goals and investment horizon.
  • Rebalancing – We make adjustments to bring your asset allocation back into line as necessary.
  • Review – We meet with you to discuss any new events or changes in your life or the economy that may require us to make investment strategy or portfolio adjustments.

Experienced portfolio building, strategic asset allocation and disciplined account management are the skills that help our team of investment professionals become our customers’ most trusted advisors.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

The Investment Management Group (IMG) is comprised of Arvest Wealth Management registered investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management’s investment advisory wrap fee programs.

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Additional Arvest Wealth Management Disclosures are available here.
For more information about FINRA, please visit www.finra.org.
For more information about SIPC, please visit www.sipc.org.
For more information about the SEC, please visit www.sec.gov.

Trust services provided by Arvest Bank.

Arvest Wealth Management home office located at 921 West Monroe Avenue, Lowell, AR 72745; mailing address P.O. Box 1515, Lowell, AR 72745.