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
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