Wise Investments Begin with Professional Advice
Planning for retirement, saving for college, maximizing tax efficiencies and creating a financial legacy are top concerns for most of our clients. We can help you:
At BOK Financial, full-service brokerage affiliate, BOK Financial Advisors, you’ll find all the capabilities you need to create a personal investment strategy and put your money to work for you — right where you bank. You’ll love the convenience, and because we’re licensed and active in all 50 states, you can benefit from our expertise wherever you live.
Protecting your hard-earned assets and making every dollar count in a diversified investment portfolio makes good sense. That's why it's important to work with a financial advisor you can trust. We work closely with each of our clients, one-on-one, to develop a strategy that works best for their needs and goals.
Our financial advisors take a holistic approach to your financial future, and our commitment to customer service sets us apart from the competition. That's why there is no obligation or charge for any consultation.
Draw from a wide range of taxable and tax-free investments for you, including:
- Mutual funds
- Unit Investment Trusts (UIT)
- Separately Managed Accounts (SMAs)
- Exchange Traded Funds (ETFs)
- Stocks and corporate bonds
- Certificates of deposit
- U.S. Government securities
- Municipal bonds
- Corporate notes and bonds
Mutual funds allow any investor to own shares in a pool of bonds, stocks, and other investments. Unit Investment Trusts (UITs) are typically sold by brokers and they pay dividends on a fixed, unmanaged portfolio of stocks and bonds to investors for a specific period of time. Another alternative to mutual funds are Separately Managed Accounts (SMAs). SMAs require a larger minimum investment, but they are more customizable than mutual funds. Finally, for a lower-cost option that's still tax-efficient, you might consider Exchange Traded Funds (ETFs), which provide the same valuation as a mutual funds, but they're tradable throughout a day like a stock.
Certificates of Deposit (CDs) are FDIC-backed, very low risk, and provide higher rates of return than a savings account. These are time deposits, meaning you can't withdraw your funds before the agreed-upon term of the CD without financial penalty. The longer the length of maturity, the more favorable the interest. We also offer stock and corporate bond trade services for our clients.
Taxable and tax-exempt, municipal bonds are debt securities issued by state and local governments to fund public projects. These low-risk government securities are the hallmark of a well-rounded asset allocation. Ask one of our advisors about savings bonds, treasury bills and notes to offset moderate or high-risk offerings.
Tax-deferred annuities offer any investor a regular income stream over time. Choose from fixed, variable, immediate and deferred annuities to meet your current and future financial needs. For more information on Traditional IRAs, Roth IRAs, and 401(k) plans, learn more about retirement planning and IRAs and 401(k) rollovers.
Why Invest with Us?
How NetXInvestor Works
NetXInvestor provides you with secure, digital access to your BOK Financial Advisors investment accounts. View your account statements, tax statements and trade confirmations online. You can also access quotes, read news stories and conduct research using advanced screeners on thousands of stocks, mutual funds and ETFs.
Your Holdings, Intelligently Organized
See a detailed summary of your holdings and quickly identify your holdings by symbol or asset type.
NetXInvestor helps you make informed investment decisions by providing access to real-time and delayed quotes, late-breaking news stories and comprehensive information and research on thousands of stocks, options and mutual funds.
All of your critical account information can now be intelligently organized with NetXInvestor. Through this intuitive online system, our clients can obtain information on balances, holdings, history, cash flow, asset allocation, statements and reports — from any tablet, mobile device or desktop.
Ready to Get Started?
Find a financial advisor near you or contact us directly today. We look forward to talking with you about all of your financial goals and investment options.