We are a local, independent investment advisor with over 50 years of history in the Tulsa area. We specialize in helping individuals, trusts, organizations, and businesses confidently manage their investments and prudently plan their financial future. Our primary focus as an investment advisor is investing in the highest quality large-cap stocks in the world in a personalized, tax-efficient manner to grow our clients' portfolios while carefully managing risk. We also serve as financial advisors, offering full service personal financial planning, retirement planning, IRA and 401(k) management, 529 education savings, estate planning, and financial consulting. Since our founding in 1971, we have remained disciplined in following the principles of our Gold Chip Standard in every investment we make, ensuring that every client portfolio is of the highest quality and well-suited to meet growth objectives while minimizing risk.