Tulsa Firms Selected for Goldline Lists

Two Tulsa firms have been selected by Goldline Research to be among its 10 leading wealth managers of the Central U.S. for 2009.
Adams Hall Asset Management LLC, 4200 E. Skelly Drive, Ste. 950, and Capital Advisors, Inc., 2200 S. Utica Place, Ste. 150, were selected by the independent market research firm for the list in a research process in which Goldline identified more than 1,300 SEC-registered investment advisors and more than 4,000 certified financial planners in the region.
The region includes Oklahoma, Kansas, Nebraska, South and North Dakota, Minnesota, Iowa, and Missouri. The list was published in the May 25 issue of Forbes Magazine.
“Those selected provide extensive client service that exceeds the industry standard,” said George Shaeffer, analyst with Goldline Research. “We believe that they are setting the benchmarks for the industry as a whole.”
The list described Adams Hall: “This trusted Tulsa boutique is a leader in wealth management. Their experience, credentials and client focus set them apart from the competition.”
It said of Capital Advisors: “Capital Advisors has been managing assets for individual and institutional investors since 1978. The firm’s offices are located in Tulsa, Dallas and Houston.”
Adams Hall, a provider of wealth management services to individuals and families, foundations, endowments and corporate retirement plans, was founded in 1997 by Jana Shoulders, Peter Adamson III and Larry C. Houchin. In 2006, Jeff Couch joined the firm as vice president of planning.
With more than $800 million under management and 80 years of collective experience in financial management, the firm was founded with the primary goal of creating “an independent firm that would promote innovation, individuality and freedom for clients.”
While its clients are primarily Oklahoma based, Adams Hall serve clients throughout the U.S. and offers a wide range of services aimed at producing and preserving financial gains, said Shoulders, CEO.
The firm’s “focus has always been attention to building a strong, secure client-advisor relationship built on trust and personal service,” he said.
“We are gratified to have been selected by Goldline as its validation of our high quality ‘putting client service first’ practices,” Shoulders said, noting Adams Hall was sought out by Goldline “after their due diligence.”
Founded in 1978 by banking executive Richard E. Minshall, Capital Advisors serves high net worth individuals and families and small- to mid-size institutions primarily in Oklahoma, Texas, Arkansas and Louisiana, said Keith Goddard, president.
“It’s always an honor to clear the various hurdles when any organization tries to define who is succeeding in their industry,” Goddard said. “We are proud to have cleared those hurdles with Goldline.”
With an executive team comprised of Goddard, Monte Butts, Andy Brown, Richard Lofgren, Laurie Smith, Channing Smith and Jamie Wilson, Capital Advisors has $720 million under management, Goddard said.
Goldline Research specializes in evaluating professional services providers to help consumers identify and select leading services firms. Goldline Research’s proprietary research process includes market analysis, individual company interviews and, in many industries, interviews with consumers of those services to gain feedback on market conditions and provider service levels.
Tulsa Web Designers Cited
Two Tulsa Web design firms were also selected by Goldline to be among its list of leading Web designers of the central U.S. for 2009.
SilverTree Technology, 3158 S. 108th East Ave., Ste. 272, and Spherexx.com, 5401 S. Sheridan Road, Ste. 404, were chosen for the list, which was also published in the May 25 issue of Forbes Magazine.
A two-time Goldline-selected Web designer award winner, SilverTree Technology was previously awarded the Gold Pinnacle award for Tulsa’s Oktoberfest web site.
EDGE Competition Attracts 64 Applications
The EDGE (Economic Development Generating Excellence) Policy Board has received 64 pre-proposals this year seeking money to support new technology development for Oklahoma’s economy.
Last year the board received 94 pre-proposals and made five awards totaling $12.5 million. This year, only about $5 million will be available for awards.
“These pre-proposals are very high quality, which indicates that Oklahoma’s researchers are excellent, and also that our businesses need research results to obtain real competitive advantages in the global economy” said Dr. Paul Risser, executive director of the program.
Risser said the 64 proposals indicate the power of the EDGE program to foster innovation and identify technology commercialization opportunities. In addition, through this process, EDGE has brought the private sector together with the public and private research community in unprecedented ways by combining cutting-edge applied research with Oklahoma’s business opportunities.
The EDGE Policy Board uses a two-step process to identify the best proposals. In 2006, Oklahoma’s legislature invested $150 million into the planned $1 billion endowment. After reviewing the pre-proposals and with the assistance of an advisory committee, the Policy Board will invite a smaller number of the applicants to submit full proposals which will be due in September. Following more technical review, the Policy Board will select projects to receive money from the EDGE Fund.
“Oklahoma creates new wealth for its citizens when there is a net inflow of dollars from outside the state,” said Risser. “Dollars flow into Oklahoma as researchers create technologies that are sought by out-of-state buyers or as businesses use the latest technologies to produce and market Oklahoma’s valuable goods and services. All these processes are driven by innovative technologies, and innovative technologies are produced by applied research.”
Last year, EDGE funds were invested in three biotechnology companies, Hyalose, Charlesson and OrthoCare Innovations, in one project in wind energy and an engineering project directed toward Oklahoma aerospace industry.
The Policy Board has identified eight business sectors for focus: Aerospace, agriculture, biotechnology, energy, information technology/telecommunications, nanotechnology, sensors, and weather science. More information about the EDGE program can be found at www.okedge.org.
BA Banker Recognized For 50 Years of Service
Virginia W. Johnson, director of AVB Bank in Broken Arrow, is among six Oklahoma bankers inducted into the Oklahoma Bankers Association’s 50-Year Club this year.
The club is comprised of individuals who have devoted 50 years or more of service to Oklahoma’s banking industry.
Johnson attributed her longevity in the industry to “loving the customers, making them happy and by just being a good friend to them.”
She joined Arkansas Valley State Bank on April 1, 1957, as one of six employees and held most positions with the bank including president in 1984. Johnson retired in January of 1998. She continues to serve AVB as a bank director.
This year’s other inductees include: A.P. “Pat” Martin, chairman, Okemah National Bank, Okemah; H.E. “Gene” Rainbolt, chairman, BancFirst, Oklahoma City; Charles L. Stoner, chairman, Welch State Bank, Welch; Norma Vanderslice, teller, The Central National Bank of Alva, Woodward; and Ray Ventris; director, The Bank of Union, El Reno.



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