Cavanal Hill Investment Management provides professional investment management services to a diverse client base, offering equity, fixed income, and cash management strategies structured to meet the needs of both taxable and tax-exempt investors. The firm operates as a registered investment advisor and a wholly owned subsidiary of a financial holding company. Cavanal Hill manages portfolios on a discretionary basis through separately managed accounts and also serves as the investment manager for various mutual funds. When establishing a new relationship, representatives meet with clients to discuss their risk tolerance, financial condition, and any investment restrictions to determine an appropriate strategy. The firm utilizes fundamental and quantitative analysis to select securities across various asset classes, tailoring portfolios to individual client objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
Rates shown reflect the equity strategy schedule. Other strategies have different fee schedules ranging from 0.08% to 0.75%.