How can we help municipal entities upgrade and grow? We provide effective funding alternatives to meet capital improvement needs throughout Oklahoma, Texas and our regional footprint.
Advisory and Bond Underwriting Services
Regarded as a leading public finance firm in the Southwest, BOK Financial Securities provides funding alternatives to meet the capital improvement needs of state and local governments, colleges and universities, schools, Native American entities, hospitals, public trusts and corporations.
We offer clients a strong combination of underwriting capabilities, distribution network and financial advisory services through highly specialized relationship managers from our Investment Banking, Institutional Sales and Trading, and Retail Sales divisions.
Our services include:
- Financial advisory services
- Debt policies
- Placement agent services
History and Expertise
Our public finance roots date back more than 95 years. We’re among the largest municipal bond underwriters nationwide, and the largest municipal bond underwriter in Oklahoma. Over the years, we've had the good fortune of working with many of the issuers in the states of Oklahoma and Texas.
Financial Advisory Services
- Debt management and capital improvement plans
- Bond election planning
- Tax ratification election
- Long-range budget forecasting and state funding plans
- Cash/investment management services
- Executive training/mentoring
- Strategic planning
- Peer group comparison
- Bond rating consultation
- Continuing disclosure consultation
For more information, visit BOK Financial Securities, Inc.