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Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trust Administration

Trust Administration

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Heritage Trust can expertly serve the multi-generational financial needs of your family.

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Latest News & Resources

Insights

The Morning View: January 27, 2023

The Morning View: January 27, 2023

From our colleagues at our sister company, Argent Trust: Announced this morning, Personal Income increased 0.2% in December, as expected, and is lower than the previous month. Meanwhile, Personal Spending decreased -0.2% in December, slightly more negative than...

Market Perspectives- January 2023

Market Perspectives- January 2023

A New Year and a Crystal Ball •  The S&P closed 2022 with a loss of 18.1%, the worst year since 2008. Returns year-to-date , have however, provided some temporary investor relief. • Consumer inflation levels continue trending downward following December’s CPI 6.5%...

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