The BOK Financial Securities Difference
At BOK Financial Securities, our solid foundation is built on strength, experience, and a non-biased approach to investing.
Situated in sales, underwriting, and trading floors across the Southwest and Midwest, our experienced professionals use their access to the major exchanges and our financial resources to expedite orders at competitive prices. We offer a broad range of fixed-income portfolio management solutions in addition to investment banking services.
Fixed-Income Access and Custom Solutions
Licensed and active in all 50 states, we provide the capabilities for successful institutional investing and offer institutional investment guidance, risk and return assessments, advanced portfolio strategies, and seamless trade execution.
As underwriters, we have access to new-issue securities. This access to new-issue securities is complimented by robust secondary trading of most fixed-income classes, allowing us to effectively rotate asset classes when relative value in the market changes.
We use our stature in the fixed-income market for our clients' benefit, not ours. Let us tailor a plan to fit your unique return and cash flow needs. We draw from a full range of taxable and tax-free investments to keep your organization on the move.
Public and Corporate Finance
We’re proud to provide financial advisory and bond underwriting services to public and private entities, with roots dating back 100 years. Our competitive strategy focuses on our clients’ needs.
Institutional Investing
We are a leading fixed-income underwriter with regional and national expertise, offering a broad range of institutional management solutions. We can assist you in building a plan to meet your unique return and cash flow requirements.
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Strength
A subsidiary of BOK Financial Corporation, a top 25 U.S.-based, publicly traded bank holding company, with clients coast to coast and banking operations in eight states.*
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Experience
We hire knowledgeable professionals who are experienced in providing customized strategies and personalized service.
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Non-Biased Approach
BOK Financial Securities, Inc., is not tied to one set of financial products, so we can recommend the right mix of investments for your business, company, or institution.
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BOK Financial Securities offers stability you can count on, backed by experienced professionals who are driven to perform and free to recommend the right mix of investments for your specific needs and objectives, not ours. Let us balance your goals with our knowledge.