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Your Confidant in the Investment World
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Financial Focus
Selection Criteria
The "Gold Chip" standard is unique to First State.
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Research Strategy
Balancing science and art to deliver a complete picture.
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Gold Chips
Only the highest quality make the coveted Gold Chip list.
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Top Holdings
The top client holdings, at this time.
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Areas of Expertise
Investment
+ Portfolio Management
+ Brokerage Accounts
+ IRAs & 401(k) Rollovers
+ 529 Plans
Planning
+ Retirement Income
+ Education Funding
+ Estate Transfer
+ Employee Benefits
Consulting
+ Banking Industry
+ Oklahoma Companies
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