Cavanal Hill Investment Management provides investment management services, offering equity, fixed income, and cash management strategies. These strategies are available through separately managed accounts and to clients of BOKF, NA and BOK Financial Private Wealth, Inc. Cavanal Hill also manages the Cavanal Hill Funds, an open-end investment company. When establishing a new account, Cavanal Hill discusses risk tolerance and investment restrictions with the client to determine an appropriate investment strategy.
Fee Structure
Cavanal Hill charges a fee based on the value of your investments. The specific fee schedule varies depending on the type of investment strategy you choose:
- Cash Management Strategies: Fees range from 0.15% to 0.08% depending on the amount invested.
- Equity Strategies: Fees range from 0.60% to 0.70% down to 0.35% to 0.45% depending on the amount invested.
- Fixed Income Strategies: Fees range from 0.35% down to 0.15% depending on the amount invested.
- Enhanced Yield Tax Free: Fees range from 0.50% down to 0.30% depending on the amount invested.
The Strategic Fixed Income and Strategic Enhanced Fixed Income strategies are generally charged a fee of 0.75%, respectively, for any account size. Fees are subject to negotiation and Cavanal Hill reserves the right to impose a minimum advisory fee.