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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

Investment Management

Investment Management

Heritage provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

Insights

Post-FOMC Thoughts

Post-FOMC Thoughts

The Decision After pausing briefly in June, the FOMC decided to execute another rate hike at their meeting in July, which brought the Fed Funds rate to its present range of 5.25 – 5.50%. Speeches by FOMC members leading up to today’s announcement confirmed a bias...

The Morning View: September 19, 2023

The Morning View: September 19, 2023

From our colleagues at our sister company, Argent Trust: In this morning’s data, Housing Starts were much less than expected at 1,283,000 in August, which is a -11.3% decrease from the previous month.  This figure has fallen well below the 1,427,000 level late in...

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