OK INVEST

The State Treasurer’s office offers authorized state agencies the opportunity to invest funds in OK INVEST. Managed by the State Treasurer’s office, OK INVEST offers increased earnings because the program is administered internally with minimal management fees. OK INVEST combines agency investments with investments of the state’s surplus funds.

OK INVEST is governed by Oklahoma Statutes and the State Treasurer’s Investment Policy. The current State Treasurer’s Investment Policy is available on the Information Statement.

The OK INVEST Information Statement explains the management of the program, restriction on certain withdrawals, risks associated with investing in the program, investments that are excluded from OK INVEST, securities lending, interest allocation methodology and account reporting.

To be considered for the OK INVEST program, please complete the application and acknowledgement form and return by fax to 405-522-4012 or mail to:

Oklahoma State Treasurer
Attn: Phyllis Chan
2300 N. Lincoln Blvd., #217
Oklahoma City, OK 73105

For program questions, call Phyllis Chan at 405-522-9465.

For statement questions, call Adelia Gueringer at 405-522-4224.