Services | Bridgecreek Investment Management Tulsa, OK 74136

Investment

Investment Management
Wealth Management
Tulsa, OK, December 07, 2021 –(PR.com)– Bridgecreek Investment Management (“Bridgecreek”), an investment advisory and wealth management firm based in Tulsa, OK, today announced they have reached a corporate milestone – over … Full Story

Planning

Financial Planning
During his career, Brian has been involved in maintaining the highest investment performance reporting standards as a member of the CFA Institute and the CFA Society of Oklahoma. Prior to co-founding Bridgecreek, Brian managed portfolios and provided financial planning for a variety of high net-worth individuals and institutions for BOK Financial in Tulsa and JP Morgan Private Bank in Dallas.
Asset Management
Rather than simply suggest the percentage of stocks, bonds, and cash holdings for all clients through a “cookie cutter” approach, Bridgecreek looks at asset allocation in an innovative way. Unlike most financial providers, who categorize clients into broad investment profiles (Conservative, Moderate, or Aggressive), we instead create a customized “lifestyle” portfolio based on extensive conversations with a client—to reveal the type of securities that will best fit that client’s unique goals.