Experience, integrity, and commitment: Tailored solutions for your investment needs
We provide the capabilities for successful institutional investing and offer institutional investment guidance, risk and return assessments, advanced portfolio strategies, and seamless trading. We use our knowledge of 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 help your organization achieve its financial goals.
At BOK Financial Capital Markets, our experienced professionals work with organizations to develop plans tailored to fit their unique return and cash flow requirements. We bring credibility and stability to complicated financial transactions.
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- Asset/liability services.
- Full assumption-based modeling.
- Quarterly call report-based modeling.
- Asset/liability model validation.
- Third-party review of current model.
- Wholesale funding.
- Investment portfolio solutions.
- U.S. Treasury and federal agency securities.
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- Mortgage team is solely dedicated to serving mortgage lenders.
- TBA and specified pools (GNMA, FNMA, FHLMC).
- Competitive pricing is driven by our full-service, marking making capabilities.
- Focus on specified pool best execution and related policy changes.
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.
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- Investment services
- Corporate cash investments
- Certificates of deposit
- Commercial paper
- Corporate notes and bonds
- Taxable municipal bonds
- Tax-exempt municipal bonds
- U.S. Treasury and federal agency securities
- Municipal trading and underwriting
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- Corporate finance
- Public finance