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From helping business retirement plans, captive insurance companies, and other institutions create customized investment programs designed to support their missions and manage their fiduciary responsibilities, to advising families on generational wealth management, we never forget that the ultimate beneficiaries of the assets we manage are people.
The Evans Group
6100 South Yale Ave
Suite 1500 & 1650
Tulsa OK 74136
(918) 586.8012
(918) 586.8012
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From helping business retirement plans, captive insurance companies, and other institutions create customized investment programs designed to support their missions and manage their fiduciary responsibilities, to advising families on generational wealth management, we never forget that the ultimate beneficiaries of the assets we manage are people.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Helping institutions meet their investment needs
We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.
Investment Solutions
We provide access to a broad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board of directors and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences and risk profile.
Disciplined Investment Process
We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.
Endowments, Foundations and Nonprofits
We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.
Defined benefit plans
Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of America's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk.
Key services include:
• Investment consulting service
• Open architecture investment management platform
• Liability driven investment implementation
• Actuarial services and discretionary investment management
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About Us
Approach
As seasoned professionals, we've accrued over 60 years of combined financial wisdom and experience. But that background only matters if the advice and guidance we provide is what's right for you and your life. Helping institutions and private clients make the most sense of your money, explaining things in a straightforward manner, devoting ourselves to doing what's best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that's how we believe we're different, and how we hope to make a difference in your life.Working with Chief Financial Officers, boards of directors and investment committees from a wide variety of institutions, our team can help develop and implement disciplined long-range financial strategies to aid in the management of your institution's pool of assets and help fulfill your mission.We believe that financial advice today is about more than just numbers. It's about comprehensive objectives and the complexities that come along with them. What we've learned over time is that as the needs of our clients, both institutions and individuals, become more complex, building relationships for the long term becomes more important than ever. It's not about us. It's not about the markets. It's about you.Providing an exceptional client experience is not only how we do business but is also a reflection of who we are. Maintaining frequent and timely contact with you, we are all deeply involved in every step of the consulting process, resulting in consistency and continuity of service. Our "can do" attitude has helped us build enduring relationships with our institutional and private client families, some of which span five decades. That's the kind of consistency we bring to every relationship.We believe it's an honor and a privilege to give back to the community where we live and work. Although this comes in many forms, we are all deeply passionate about children and enjoy volunteering our time with Make-A-Wish Foundation of Oklahoma. If you're looking for an advisory team who clearly understands your big picture while staying focused on the precise details, we welcome your call.
Meet Our Team
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
