NEWS & HIGHLIGHTS
Stay Connected to
Your Money
Download our latest mobile apps.
GET CONNECTED
Long Live Your MoneyFacebookTwitterGoogle PlusLinkedInYouTube
MenuPERSONALBUSINESSWEALTH MANAGEMENT

INVESTMENTS

Investing your hard-earned money can be difficult in the tosses and turns of our ever changing economic climate. And, conservative investors are constantly searching for the right investments to meet their unique needs. So, who can you turn to for the right advice? The BancOklahoma Investment Center, a division of BOSC, Inc., can help you rest a little bit easier.

Overview

The BancOklahoma Investment Center, a division of BOSC, Inc., was designed to help you make the right decisions with your investment dollars. Decisions that affect you for a lifetime. Decisions such as retirement planning, funding a child's college education or simply making your money work harder for you.

Our commitment to customer service sets us apart from the competition. That's why there is no obligation or charge for any consultation. And, we offer you a broad range of financial solutions to meet your needs.

Brokerage Services

Through the BancOklahoma Investment Center you can buy or sell stocks, and select from over 400 mutual funds. This service is available by calling (800) 364-1818.

Investment Solutions

  • U.S. Government Securities
  • Mutual Funds
  • Tax-Free Municipal Bonds
  • Self-Directed IRAs
  • Tax-Deferred Annuities
  • Unit Investment Trusts
  • Common Stocks and Corporate Bonds
  • Asset Allocation Programs
  • Separately Managed Accounts (SMAs)

Open An Account Today!

Don't lose sleep over your investments. Opening an account is easy. Financial consultants are available to meet you at any Bank of Oklahoma location. For more information about this service call (800) 364-1818.

Disclosures

Risk, Affiliation, Offering Entity Disclosure

OFFERING ENTITY:  Broker/Dealer Services and Securities offered by BOSC, Inc., an SEC registered investment adviser, a registered broker/dealer, member FINRA/SIPC. SEC registration does not imply a certain level of skill or training. Insurance offered by BOSC Agency, Inc., an affiliated agency.  www.finra.org *

RISK:  Investments and insurance are not insured by the FDIC, are not deposits or other obligations of, and are not guaranteed by, any bank or any bank affiliate. Investments are subject to risks, including possible loss of principal amount invested. With respect to transactions in foreign currency, currency prices are volatile, and trading currency involves a degree of speculation. Changes in currency prices may result from various events, including governmental actions, currency devaluation, political and economic events, fluctuations in national and international inflation and interest rates, and various other market conditions. Other risks may be present in trading of any particular currency; please read all documents available, including those detailing particular risks of the specific currency contemplated, prior to investing.

AFFILIATION: Cavanal Hill Investment Management, Inc. (“Cavanal Hill”) is an SEC registered investment adviser and a wholly owned subsidiary of BOKF, NA, a wholly-owned subsidiary of BOK Financial Corporation, a financial holding company (“BOKF”). SEC registration does not imply a certain level of skill or training. Cavanal Hill provides investment advice and administrative services to the Cavanal Hill Funds and receives a fee for its services. Bank of Oklahoma provides custodial services to the Cavanal Hill Funds and receives a fee for its services.

BUSINESS RESUMPTION:BOSC’s Business Resumption Plan has been developed in order to respond and recover should a disaster occur at one or more of our offices.  The plan is designed for all of our business units to be able to resume business with the least amount of interruption to the many valuable services, which we provide to our customers.

Our plan outlines the actions BOSC will take in the event of a building, city-wide, or regional incident, including relocating technology and operational personnel to pre-assigned alternate regional facilities. Technology data processing can also be switched to an alternate regional data center.

All BOSC operational facilities are equipped for resumption of business and are regularly tested. Our recovery time objective for business resumption, including those involving a relocation of personnel or technology, is typically three (3) business days. This recovery objective may be negatively affected by the unavailability of external resources and circumstances beyond our control.

In the event of a significant business interruption, customers may call the toll-free contact numbers listed on our website, www.boscinc.com

InsureRate is not an affiliate of Bank of Oklahoma, BOSC, Inc. or any of their affiliates.

SEC Order Disclosure

Pursuant to SEC Rule 11Ac1-5 and Rule 11Ac1-6 BOSC, Inc. utilizes Pershing, LLC, ("Pershing") as it clearing firm, and all equity and option orders are submitted to Pershing for execution. BOSC, Inc. does not route orders to specific market makers but rather depends on Pershing to make that determination.

Pershing may receive remuneration, compensation, or other consideration for directing customer orders for equity securities to particular broker/dealers or market centers for execution. Such consideration may take the form of reciprocal business, monetary payments or financial credits. More information regarding the Pershing order-routing process is available at www.orderroutingdisclosure.com. Please enter "BOSC, Inc.," in the "Enter Broker-Dealer's Full Name" entry field.

*By clicking on this link, you will leave www.bankofoklahoma.com. Bank of Oklahoma is not responsible for the content of or products and services provided by this site nor does it guarantee the accuracy of information contained in this site. This link will direct you to an Internet site which contains information that may be useful to you. This site is not controlled or endorsed by Bank of Oklahoma and may offer a different privacy policy and level of security.

State Availability Information

Important Consumer Information


This Website does not involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation. It is limited to the dissemination of general information on products and services rendered by BOSC, Inc.

(1) A broker-dealer ("BD"), investment adviser ("IA"), BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications of that state, or only if they are excluded or exempted from the state's broker-dealer, investment adviser, BD agent or IA rep requirements, as the case may be; and

(2) Follow-up individual responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

(3) For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.

As of June 15, 1999 BOSC, Inc. is registered with the National Association of Securities Dealers (NASD) and in all states of the United States.

As of October 1, 1998 BOSC, Inc. is registered as a Registered Investment Adviser with the United States Securities Exchange Commission and in the states: Arkansas, Oklahoma, Texas.

© 2014 Bank of Oklahoma, a division of BOKF, NA. Member FDIC. Equal Housing Lender.