News & Events

News & Event

quarterly statements arriving soon!

Be on the lookout for quarterly fund statements to arrive by the end of the week.  As a reminder, statements are sent to recipients as indicated on Exhibit A of each fund's governing document.  

Now is a good time to ensure we have the most current information on file for those associated with your charitable account.  If changes are needed, our friendly team is standing by to assist!  A recent technology upgrade allows us to send Fund Documents via email for electronic review and signature.  For this reason, we need to capture a valid email address and phone number for each person listed as a fund adviser.  

Investment Pool Summaries are always available via the Financials, Policies & Publications section of our website.  

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P.O. Box 21210, Oklahoma City, OK 73156   (405) 488-1450   Email us

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