Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

The Essence of Evidence-Based Investing

By Warburton Capital | March 19, 2018 | 0 Comment

Warburton Capital’s Evidence-Based Investment Insights The Essence of Evidence-Based Investing Installment Eight Last week a buddy visited us to review his long-term plan.  He had been seduced by an advertisement for a mutual fund that was “ranked highest in its peer group” for performance.  The fund has only been around for two years but, apparently, […]

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What Drives Market Returns

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Warburton Capital’s Evidence-Based Investment Insights What Drives Market Returns Installment Seven So last week we had two different potential clients referred to us by current clients (we always appreciate referrals of friends and family members of current clients!) and both of these couples had sold all of their holdings in their IRAs and were holding […]

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Warburton Capital & Blue Sky Bank Press Release

By Warburton Capital | October 24, 2017 | 0 Comment

Messrs. Gentner Drummond and Tom Warburton today announced a formalized alliance between Blue Sky Bank and Warburton Capital Management as Blue Sky Bank has acquired an ownership interest in Warburton Capital Management. Mr. Drummond commented, “Having served on Warburton Capital’s Board of Directors for three years, I am pleased to be working even more closely […]

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Exciting Announcement: Blue Sky Bank!

By Warburton Capital | | 0 Comment

Independent Advice

Dear Friends, I wanted you to be among the first to know about an exciting new development at our firm. We are proud to announce a new alliance with Blue Sky Bank, which has acquired a minority ownership interest in Warburton Capital Management! Founded in 1905, Blue Sky Bank has $225 Million in assets and […]

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Get Along, Little Market

By Warburton Capital | April 19, 2017 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights Get Along, Little Market Installment Six So last week a buddy finally closed a long awaited business deal and although now flush with cash he was concerned about getting into the market now, “Is the Trump rally over?”  I immediately thought about featuring him in our next newsletter… So without further […]

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Press Release: Jonathan Hall – New Academic and Professional Credentials

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Independent Advice

FOR IMMEDIATE RELEASE JONATHAN HALL – NEW ACADEMIC AND PROFESSIONAL CREDENTIALS Warburton Capital Management is pleased to announce that Jonathan Mark Hall has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Jonathan […]

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The IRA Contribution Deadline is Approaching!

By Warburton Capital | March 31, 2017 | 0 Comment

Frequently Asked Questions header graphic

Tax season is upon us, and with that comes the deadline for making “prior-year” 2016 IRA contributions! April 18th, known as “Tax Day” also typically serves as the deadline for making IRA contributions for the tax year that you are reporting on. Some information that may be useful to you… Across all of your ROTH […]

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Managing the Market’s Risky Business

By Warburton Capital | March 19, 2017 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights Managing the Market’s Risky Business Installment Five Last week a buddy came in speculating that FANG (Facebook, Apple, Netflix and Google) were the only securities any investor should place bets on.   According to him, buy FANG and sit back for the next few decades while enjoying market out-performance.  Maybe…and maybe […]

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Warburton Capital Named Top 8 Firm

By Warburton Capital | February 10, 2017 | 0 Comment

Independent Advice

This post hits some high points of how we approach investing, but if you would like to discuss more in-depth – or would like a second opinion on your investments in pursuit of creating a Purposeful Plan- please click to Contact Us Here!  It is my pleasure to announce that we were selected as one […]

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2016 Market Review

By Warburton Capital | January 17, 2017 | 0 Comment

Global Diversification

If you were with us this time last year, you may recall that the markets were in a much gloomier state amidst a panic-driven sell-off. The demoralizing numbers were reflected in the early days of 2016, as well as in Dimensional Fund Advisors’ 2015 Market Review, released about a year ago. At the time … […]

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