INVESTMENT SERVICES

Choose BOK Financial Securities, Inc. for plans tailored to fit your unique return and cash flow requirements — delivered by professionals you can trust.

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FIXED INCOME SALES & TRADING

BOK Financial Securities, Inc., is a leading underwriter of fixed income products, offering a broad range of fixed-income portfolio management solutions. We provide investment advice with careful and thoughtful insight into the market, along with professionally executed trades and other brokerage services to a variety of institutional clients.

Local Presence With National Expertise

With sales, underwriting and trading floors across the Southwest and Midwest, our physical presence gives us access to talent that rivals New York and Chicago. Our experienced professionals use their access to the major exchanges and our financial resources to expedite orders at competitive prices.

Fixed Income Access and Expertise

As one of the largest municipal bond underwriters in the U.S., we can offer securities, solutions and pricing that are unavailable through other firms. We use our stature in the fixed income market for our clients' benefit, not ours. Our distribution-oriented tracking strategy focuses on our clients' needs instead of proprietary trading.

A Wide Array of Offerings

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 executions.

Financial Products

Financial Products

Financial products that we offer include:

  • Institutional money market funds
  • Commercial paper
  • Bankers’ acceptances
  • Business-owned life insurance
  • U.S. Treasury and Federal agency securities
  • Corporate notes and bonds
  • Municipal bonds – taxable and tax exempt
  • Mortgage-backed securities
  • Certificates of deposit – including brokered CDs
  • Repurchase agreements

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To learn more, contact an advisor today.

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