Independent & Locally Owned Registered Investment Advisory Firm
We pride ourselves on exceptional client service.
About Native American Fund Advisors“More Than 25 Years Of Experience And Client-Centered Philosophy”
Our investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. We build customized portfolios for our clients with the proprietary strategies detailed below. Every situation is unique and we provide customized solutions to help you meet your financial goals.
The Fiduciary Standard:
As a Registered Investment Advisor (RIA), we act as a fiduciary for all client accounts. This responsibility demands the highest standard of care and accountability. There are five core principles with which we adhere to:
Put the client’s best interests first
Act with prudence, that is, with the skill, care, diligence and good judgment of a professional
Do not mislead clients--provide conspicuous, full and fair disclosure of all important facts
Avoid conflicts of interest
Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts
Client Centered:
Native American Fund Advisors was established to provide competitive investment management services and financial planning for our clients. We are committed to building generational relationships that are built of trust, integrity and personal service. The idea of relative value and the objective comparison of risk and return, guides both our approach to service and our investment decisions. Every situation is unique and we provide customized solutions to help you meet your financial goals. Our sole mission is building and protecting your wealth while delivering a high level of client service – our reputation depends on it!
6
6
25+
Professionals Working for You
Diversified and Custom Investment Strategies
Years of Client History. Proudly serving our clients since 1996.
Custom Built:
We offer a full suite of financial services. We recognize that a successful financial strategy is one that your are comfortable with and fits within your lifestyle. There is no one size fits all model. Every client is unique and every client has different life goals. Consequently, we tailor our advice to fit within our individual time horizon, risk tolerance and return expectations.
Investment Strategies
-
NAFA’s Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials.
-
Seeks to provide high total returns from income producing securities with the potential for capital appreciation.
-
NAFA seeks higher yields and total returns than are available with short term bonds.
-
NAFA’s midstream energy strategy seeks to provide high levels of tax sheltered income and the potential for capital appreciation through investing in publicly traded master limited partnerships.
-
NAFA seeks to provide returns consistent with the long term historical average of small company stocks.
-
NAFA’s Intermediate Tax-Exempt bond portfolio invests in investment high quality investment grade municipal bonds.
Meet Our Team
We are located in the heart of downtown Tulsa and our team has over 100 years combined experience. Using our diverse backgrounds in finance, accounting, law, tax planning, risk and asset management, we are able to provide our clients with excellent financial analysis. More importantly, our team has real-world experience and we continually work to keep ourselves at the top of our industry.
Contact Us
Talk To Us About Your Financial Goals
They can start with dreams or wishes, but they have an action plan behind them – something that spells out how we convert a desire into something real. That’s especially important when it comes to financial goals. Since they require regular investments of money and effort over a long period of time, you need to have workable plan to bring them to reality.