Preserve Your Wealth For Future Generations
Professional Management of Your Investments
Our Portfolio Management Team works closely with advisors to deliver tailored investment solutions for their clients. Through comprehensive and collaborative teamwork, we help develop optimal plans consistent with investment goals and objectives. A wide variety of products are available in fixed income, equities, and tax-exempt investments. Actively managed accounts, separately managed accounts, mutual funds, and indexed funds complement a full menu of investment choices.
Wealth Management:
- Fixed Income Strategies
- Exchange Traded Funds (ETF) Strategic Models
Contact Arvest Wealth Management
Our Portfolio Management Team works closely with advisors to deliver tailored investment solutions for their clients. Through comprehensive and collaborative teamwork, we help develop optimal plans consistent with investment goals and objectives.
FIND A TRUST OFFICERA wide variety of products are available in fixed income, equities, and tax-exempt investments. Actively managed accounts, separately managed accounts, mutual funds, and indexed funds complement a full menu of investment choices.
Wealth Management:
- Fixed Income Strategies
- Exchange Traded Funds (ETF) Strategic Models
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.