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Service Providers

Cavanal Hill Distributors, Inc. (Opens in a new tab)
BOK Financial Securities (Opens in a new tab)
BOK Financial Capital Markets (Opens in a new tab)
Frederic Dorwart, Lawyers PLLC (Opens in a new tab)

LocalTrust investment pools are administered by BOK Financial Securities, Inc., member FINRA/SIPC and an SEC-registered investment adviser. Investment advisory services are provided by Cavanal Hill Investment Management, Inc., an SEC-registered investment adviser and wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corporation. BOKF, NA also serves as custodian for LocalTrust pools.

Cavanal Hill Distributors, Inc., member FINRA, acts as the distributor for Cavanal Hill Funds and is a wholly-owned subsidiary of BOK Financial Corporation, affiliated with BOKF, NA and Cavanal Hill Investment Management, Inc.

BOK Financial® is a trademark of BOKF, NA. Member FDIC. Bank dealer services are offered through BOK Financial Capital Markets, a separately identifiable department of BOKF, NA.

Investment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE