The paperwork involved in securities investing can be overwhelming. We assume responsibility for the safekeeping and custody of your investment portfolio while you and/or your investment advisor retain full control of investment decisions. This can be especially useful for self-trusteed trusts and charitable foundations. Our services include:
As an added feature, our full-service brokerage affiliate, BOSC, Inc. is available to execute trades at discount brokerage rates.
Tulsa Area: (918) 293-7582
OKC Area: (405) 936-3991
Fee-For-Service Financial Planning
Tulsa Area: (918) 293-7572
OKC Area: (405) 936-3905
Real Estate Services
Or, complete this form and we will contact you at your convenience.
© 2015 Bank of Oklahoma, a division of BOKF, NA. Member FDIC. Equal Housing Lender.