Bringing you live news and features since 2006 

Dollars

Denver Retirement Partners joins BOK Financial Advisors

RELATED TOPICS​

The wealth management team of Denver Retirement Partners has joined BOSC, Inc’s registered investment advisor, BOK Financial Advisors, adding USD230 million in assets under management to the corporation.

The new team brings to BOK Financial Advisors more than 30 years of experience in the wealth management industry, specializing in high net worth and mass affluent asset management with complex insurance strategies. The firm grew assets under management 25 percent last year, which they attribute to a loyal client base and their own commitment to excellence.

Scott Grauer, executive vice president at BOK Financial and CEO of BOSC, says the partnership between the two organisations is mutually beneficial.

“This is a special partnership for us because it means we’ll have more expertise on the complex insurance side, which is an area our clients need and we want to grow,” says Grauer. “At the same time, we’ll be able to offer Denver Retirement Partners’ clients our full suite of products and services, and all the advantages that come with the backing of a USD29 billion corporation.”

Bill Sullivan, President and CEO of Colorado State Bank and Trust, said the new Denver team is a welcome addition to his market and will complement the bank’s long-time wealth management focus. They will office at the Colorado State Bank Building at 1600 Broadway in Denver.

“We continue to seek to build our presence in the growing Denver market and this partnership is a great move in that direction,” says Sullivan. “Colorado State Bank and Trust has been well known for more than 100 years as a leader in the wealth management space and this new team fits in perfectly with that reputation.”

Rod Thacker, executive benefits and insurance strategies at Denver Retirement Partners, said the two organisations share a similar culture focused on client service.

“BOK Financial Advisors offers our clients a great culture and one that’s similar to ours as far as being fully committed to the highest level of service,” says Thacker. “We look forward to this partnership and the new opportunities it will bring.”

Access to BOK Financial Advisors’ technology is a major benefit to Denver Retirement Partners’ clients according to Mark Duffy, senior investment advisor.

“Our clients will value the enhanced technology we’ll be able to offer moving forward, allowing them even greater access to their investments and performance reporting,” says Duffy. “Now they’ll be able to answer the ‘how am I doing’ question – anytime, anywhere.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by