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Michael C Schloss

Cavanal Hill Investment Management, Inc.

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About Michael C Schloss

Michael C. Schloss is a financial advisor based in Tulsa, OK and has been in the industry since 1992. Michael is currently registered with Cavanal Hill Investment Management, Inc. and is a registered investment advisor. Michael also has prior registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael C. Schloss has a wide range of experience in the financial services industry, including investment advisory, brokerage, and banking. Michael specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Michael Schloss is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Schloss’s Registration & Firm History

OK

11/02/2007 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

NY

08/06/1992 - 05/30/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/09/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael C Schloss.
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