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 at www.treasurer.ok.gov under “Investing for Oklahoma.”

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: Sherian Kerlin
2300 N. Lincoln Blvd., #217
Oklahoma City, OK 73105

For questions concerning the program, please contact Sherian Kerlin at 405.522.4221.

For questions concerning statements, please contact Adam Pierce at 405.522.4224. 

NEW OK INVEST Information Statement July 2011

OK INVEST Application

OK INVEST Acknowledgement

OK INVEST Monthly Statements

OK INVEST August 2016 Statement

OK INVEST July 2016 Statement

OK INVEST June 2016 Statement

OK INVEST May 2016 Statement

OK INVEST April 2016 Statement

OK INVEST March 2016 Statement

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OK INVEST January 2016 Statement

OK INVEST December 2015 Statement

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OK INVEST December 2014 Statement

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OK INVEST December 2013 Statement

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OK INVEST December 2012 Statement

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OK INVEST August 2012 Statement

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OK INVEST December 2011 Statement

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OK INVEST October 2011 Statement

OK INVEST September 2011 Statement

OK INVEST August 2011 Revised Statement (09/28/11)

OK INVEST July 2011 Revised Statement (09/28/11)

OK INVEST June 2011 Statement

OK INVEST May 2011 Statement

OK INVEST April 2011 Statement

OK INVEST March 2011 Statement

OK INVEST February 2011 Statement

OK INVEST January 2011 Statement

OK INVEST December 2010 Statement

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OKINVEST September 2010 Statement

OKINVEST August 2010 Statement

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OK INVEST October 2009 Statement